Expert Pensions Advice LLP

• Principal Place of Business

  Expert Pensions House

  71 Glenwood Drive

  Armadale

  Bathgate

  West Lothian

  EH48 3RQ

  UNITED KINGDOM

  Phone

  +4407847229229

  Web

  https://www.expertpensionsadvice.com

• Complaints Contact

  Expert Pensions House

  71 Glenwood Drive

  Armadale

  Bathgate

  EH48 3RQ

  UNITED KINGDOM

  Phone

  +4407847229229

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, 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

  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.

• Equity Release Advice

  For Customer, Home reversion plans

• 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, Structured Deposits, 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.

• 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.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, 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, Structured Deposits, 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, 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, Structured Deposits, 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.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · Not permitted to carry out credit repair services

• Peter John Lawlor

  IRN PXL00216

  • 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 9 Dec 2024)
  • [FCA CF] Client dealing (since 9 Dec 2024)
  • CF30 Customer (9 May 2022 to 12 Aug 2022)
  • [FCA CF] Functions requiring qualifications (27 Jan 2022 to 1 Sep 2022)
  • [FCA CF] Client dealing (27 Jan 2022 to 1 Sep 2022)
• Wendy Fraser Fleming

  IRN WFF01010

  • [FCA CF] Client dealing (13 Oct 2021 to 9 Feb 2023)
  • [FCA CF] Functions requiring qualifications (13 Oct 2021 to 9 Feb 2023)
  • CF30 Customer (20 Aug 2019 to 19 Jan 2021)

• Expert Pensions Advice Ltd (no longer appointed)

  FRN 841788 · Appointed 10 May 2019 · Until 24 Aug 2021

• Expert Pensions Advice Australia Ltd (no longer appointed)

  FRN 806947 · Appointed 19 Apr 2018 · Until 2 Jan 2024

No changes recorded yet.