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.

• Jonathan Waldron Fry

  IRN JWF01074

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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)
  • SMF3 Executive Director (since 16 Sep 2020)
  • SMF16 Compliance Oversight (since 16 Sep 2020)
  • Responsible for Insurance Distribution (since 16 Sep 2020)
  • Responsibility for MCD Intermediation (since 16 Sep 2020)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 16 Sep 2020)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
• Julie Elizabeth Sides

  IRN JXS00258

  • [FCA CF] Client dealing (1 Sep 2021 to 31 Mar 2023)
  • [FCA CF] Functions requiring qualifications (1 Sep 2021 to 31 Mar 2023)
• Karen Annette Taylor

  IRN KAT01045

  • 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] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (4 Nov 2013 to 8 Dec 2019)
• Karen Marie Thornley

  IRN KMR00012

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 20 Jun 2025)
  • [FCA CF] Functions requiring qualifications (since 20 Jun 2025)
• Keir Ashman

  IRN KXA01502

  • CF30 Customer (23 Sep 2013 to 22 Aug 2014)
• Kelly Marie Gribble

  IRN KXG00067

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Client dealing (since 1 Dec 2021)
  • [FCA CF] Functions requiring qualifications (since 1 Dec 2021)
• Kieran Anthony O'Connor

  IRN OXK01074

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Oct 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 9 Oct 2021)
  • CF30 Customer (1 Apr 2015 to 8 Dec 2019)
• Laura-Jane Lowther-Harris

  IRN LXL00147

  • [FCA CF] Functions requiring qualifications (1 Sep 2021 to 31 Mar 2023)
  • [FCA CF] Client dealing (1 Sep 2021 to 31 Mar 2023)
• Natalie Sue Moore

  IRN NXG00061

  • [FCA CF] Client dealing (1 Dec 2021 to 14 Nov 2025)
  • [FCA CF] Functions requiring qualifications (1 Dec 2021 to 14 Nov 2025)
• Philip Michael George Keith

  IRN PXK00241

  • [FCA CF] Client dealing (14 Sep 2023 to 11 Jun 2024)
  • [FCA CF] Functions requiring qualifications (14 Sep 2023 to 11 Jun 2024)

• 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.