FINANCIAL ADVICE & SERVICES LIMITED

• Principal Place of Business

  Sterling House

  Concept Court

  Shearway Business Park

  Folkestone

  Kent

  CT19 4RG

  UNITED KINGDOM

  Phone

  +441303273273

  Web

  https://www.financial-advice.co.uk

• Complaints Contact

  Sterling House

  Concept Court

  Shearway Business Park

  Folkestone

  Kent

  CT19 4RG

  UNITED KINGDOM

  Phone

  +441303273273

• Buy-to-Let Mortgage Advice

• 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

  Show 1 limitation Hide limitations

  • · 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, 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 Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Equity Release Setup

  For Customer, Home reversion plans

• 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, 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.

• Daniel Paul Barrett

  IRN DXB00043

  • [FCA CF] Functions requiring qualifications (24 Apr 2024 to 27 Nov 2024)
• Grant Collins

  IRN GXC00534

  • 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 8 Oct 2025)
• Jodie Colledge

  IRN JXC01632

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Mar 2026)
  • CF30 Customer (17 May 2016 to 30 Mar 2026)
• John Philip Lenanton

  IRN JPL00001

  • CF30 Customer (1 Nov 2007 to 31 Aug 2010)
  • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
• Jonathan Michael Gammon

  IRN JMG01224

  • CF4 Partner (AR) (1 Sep 2009 to 7 Apr 2020)
• Karen Elizabeth Josephine Wright

  IRN KEW01049

  • CF30 Customer (7 Mar 2011 to 4 Jul 2013)
• Lee David Wood

  IRN LDW01016

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (since 24 Jun 2013)
• Leighton John Bright

  IRN LJB01115

  • CF30 Customer (1 Nov 2007 to 6 Jul 2009)
  • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
• Louise Ellen Pepper

  IRN LEP01019

  • CF30 Customer (21 Feb 2011 to 1 Mar 2013)
• Mark Britland

  IRN MXB02528

  • CF4 Partner (AR) (1 Sep 2009 to 5 Apr 2022)

• Magee Gammon Financial Planning Ltd

  FRN 506176 · Appointed 1 Sep 2009

• Hythe Ethical (no longer appointed)

  FRN 184482 · Appointed 2 Jul 1997 · Until 19 Mar 2003

• Parmenter Financial Planning (no longer appointed)

  FRN 155036 · Appointed 4 Nov 1992 · Until 19 Mar 2003

No changes recorded yet.