Elite Financial Consulting Ltd

• Principal Place of Business

  Storage Giant

  Elite Financial Consulting Ltd

  Suite 10

  821 Bath Road

  Bristol

  Somerset

  BS4 5NL

  UNITED KINGDOM

  Phone

  +4401179553791

  Web

  https://www.elitefinancialconsulting.co.uk

• Complaints Contact

  Storage Giant

  Elite Financial Consulting Ltd

  Suite 10

  821 Bath Road

  Bristol

  Bristol, City Of

  BS4 5NL

  UNITED KINGDOM

  Phone

  +4401179553791

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

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  • · This permission is limited so that the firm may not broker credit for the purposes of increasing the funds available for investment

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity
  • · This permission is limited to debt counselling which is provided in connection with investment advice, second charge loans, buy to let loans and commercial loans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Adil Rizwan Baig

  IRN ARB01304

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 5 Feb 2024)
  • [FCA CF] Client dealing (since 5 Feb 2024)
• Cathryn Rhiannon Walby

  IRN CXW00650

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 2 Apr 2024)
  • [FCA CF] Functions requiring qualifications (since 2 Apr 2024)
• Charlie Parnham

  IRN CXP00608

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 12 Jan 2026)
• Daniel Charles Gould

  IRN DCG01083

  • CF30 Customer (9 Apr 2013 to 17 Nov 2014)
• David Redvers Guthrie Murray Milne

  IRN DMM01173

  • CF30 Customer (15 Jan 2013 to 6 Aug 2014)
• Hannah Durlacher

  IRN HXD00146

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 25 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 25 Nov 2022)
• James Wellman

  IRN JXW00842

  • [FCA CF] Client dealing (31 Jan 2023 to 2 Feb 2024)
  • [FCA CF] Functions requiring qualifications (31 Jan 2023 to 2 Feb 2024)
• Jaroslaw Pioro

  IRN JXP00372

  • [FCA CF] Client dealing (1 Feb 2021 to 15 Sep 2023)
  • [FCA CF] Functions requiring qualifications (1 Feb 2021 to 15 Sep 2023)
• Jon-Joseph Coops

  IRN JXC00576

  • [FCA CF] Client dealing (1 Mar 2021 to 31 Dec 2024)
  • [FCA CF] Functions requiring qualifications (1 Mar 2021 to 31 Dec 2024)
• Jonathan James Holdaway

  IRN JJH00029

  • [FCA CF] Client dealing (1 Oct 2025 to 17 Apr 2026)
  • [FCA CF] Functions requiring qualifications (1 Oct 2025 to 17 Apr 2026)

• elite ifa limited (no longer appointed)

  FRN 607469 · Appointed 18 Sep 2013 · Until 10 Oct 2014

• Gould Independent Financial Planning (no longer appointed)

  FRN 597940 · Appointed 25 Mar 2013 · Until 4 Dec 2014

• David Murray Milne ltd (no longer appointed)

  FRN 593657 · Appointed 1 Jan 2013 · Until 6 Aug 2014

• TOL Financial Solutions Ltd (no longer appointed)

  FRN 566024 · Appointed 7 Oct 2011 · Until 12 Aug 2019

No changes recorded yet.