Financial Planning Options Ltd

• Principal Place of Business

  Suite 23

  Sir James Clark Building

  Abbeymill Business Centre

  Paisley

  Renfrewshire

  PA1 1TJ

  UNITED KINGDOM

  Phone

  +4401418421499

  Web

  https://www.fpoptions.co.uk

• Complaints Contact

  Suite 23

  Sir James Clark Building

  Abbeymill Business Centre

  Paisley

  Renfrewshire

  PA1 1TJ

  UNITED KINGDOM

  Phone

  +4401418421499

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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

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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 (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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Negotiation

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  • · Limited to debt adjusting excluding the conclusion or administration of 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”.

• Debt Advice

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  • · 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, 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.

• Kerry Dawn Makysmuik

  IRN KXM00167

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Martin Peacock

  IRN MXP01433

  • CF30 Customer (1 Apr 2011 to 30 Dec 2013)
• Neill John Anderson

  IRN NJA00008

  • CF30 Customer (31 Aug 2012 to 20 Aug 2015)
• Norman Alexander MacLennan

  IRN NAM00010

  • CF30 Customer (21 Aug 2012 to 20 Aug 2015)
• Victoria Janette Kerr

  IRN VXK00134

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 26 Jun 2024)
• William James Watson

  IRN WXW00024

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)

• Secured Lending Options Ltd (no longer appointed)

  FRN 811401 · Appointed 12 Jun 2018 · Until 31 Mar 2021

• Trust Debt Solutions Ltd (no longer appointed)

  FRN 811359 · Appointed 12 Jun 2018 · Until 10 Oct 2018

• Health Enrich Limited (no longer appointed)

  FRN 726913 · Appointed 26 Nov 2015 · Until 3 Mar 2018

• Martin Peacock (no longer appointed)

  FRN 626412 · Appointed 23 Jun 2014 · Until 13 Dec 2020

No changes recorded yet.