Financial Foresight (NI) Limited

• Principal Place of Business

  PO Box 2

  DOWNPATRICK

  Down

  BT30 9JY

  UNITED KINGDOM

  Phone

  +4402844617575

  Web

  https://www.financialforesight.co.uk

• Complaints Contact

  PO Box 2

  DOWNPATRICK

  Down

  BT30 9JY

  UNITED KINGDOM

• 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 Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

  Show 2 limitations Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · 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, 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.

• 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 2 limitations Hide limitations

  • · This permission is limited to debt counselling which is provided in connection with Buy-to-Let and/or commercial mortgages.
  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• 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, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Spread Bet, 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.

• Martin John Magee

  IRN MJM01437

  • CF30 Customer (1 Sep 2014 to 21 Sep 2015)
• Phillip James McIlvenny

  IRN PJM01498

  • CF30 Customer (12 Dec 2013 to 25 May 2018)
• Raymond John McCandless

  IRN RJM01315

  • CF30 Customer (1 Nov 2007 to 19 Dec 2008)
  • CF21 Investment Adviser (11 Apr 2007 to 31 Oct 2007)
• Roy Sloan

  IRN RXS00078

  • CF30 Customer (6 May 2008 to 31 Dec 2012)
• Simon Menabney

  IRN SXM00395

  • [FCA CF] Significant management (5 May 2021 to 4 Jun 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Jun 2021)
• Stephen Clarke

  IRN SXC00048

  • CF30 Customer (21 Jan 2013 to 31 Mar 2018)
• Tennielle Marie McIlroy

  IRN TMM01076

  • CF22 Investment Adviser (Trainee) (1 Jan 2007 to 1 Jan 2007)

• Clarke Financial Planning Ltd (no longer appointed)

  FRN 607005 · Appointed 9 Sep 2013 · Until 31 Mar 2018

• JRG Financial Planning (no longer appointed)

  FRN 516692 · Appointed 25 Jan 2010 · Until 13 Jul 2018

• Pyper Financial Planning (no longer appointed)

  FRN 511801 · Appointed 4 Nov 2009 · Until 31 Jan 2026

• Roy Sloan Financial Planning (no longer appointed)

  FRN 484307 · Appointed 6 Jun 2008 · Until 31 Aug 2013

• Payne Financial Planning (no longer appointed)

  FRN 465997 · Appointed 29 Mar 2007 · Until 28 May 2018

• JMS Financial Planning (no longer appointed)

  FRN 440987 · Appointed 25 Oct 2005 · Until 22 Jan 2010

No changes recorded yet.