FORT ADVICE BUREAU LIMITED

• Principal Place of Business

  Fort Advice Bureau Limited

  Saxon House

  27 Duke Street

  Chelmsford

  Essex

  CM1 1HT

  UNITED KINGDOM

  Phone

  +4401245203495

  Web

  https://fort-ab.co.uk

• Complaints Contact

  Saxon House

  27 Duke Street

  Chelmsford

  Essex

  CM1 1HT

  UNITED KINGDOM

  Phone

  +4401245203495

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• 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, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

  Show 1 limitation Hide limitations

  • · limited to effecting introductions to lenders who enter into credit agreements for the payment of insurance premiums (where ‘premiums’ has the meaning defined in the FCA Handbook glossary)

• Debt Advice

  Show 1 limitation Hide limitations

  • · 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”.

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Daniel Christopher Elliott

  IRN DXE35219

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 28 Jan 2025)
• Daniel Kirwan

  IRN DXK85767

  • 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] Functions requiring qualifications (since 2 Jun 2025)
• Gosia Marciniak

  IRN GXM00146

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 6 Jun 2023)
  • [FCA CF] Functions requiring qualifications (1 Apr 2023 to 2 Apr 2023)
• Jake Stott

  IRN JXS00738

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 6 Jun 2023)
  • [FCA CF] Functions requiring qualifications (1 Apr 2023 to 2 Apr 2023)
• James Watson

  IRN JXW00542

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 1 Mar 2024)
• Joanne Agnes Evans

  IRN JAH01350

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 14 Nov 2023)
• Jonathan Peck

  IRN JAP01206

  • [FCA CF] Functions requiring qualifications (1 Apr 2023 to 2 Apr 2023)
• Lucy Wilkinson

  IRN LXW00197

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 5 Dec 2023)
• Malcolm William John Downing

  IRN MXD00081

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 18 Aug 2025)
• Michael Henry Levy

  IRN MXL00208

  • 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] Functions requiring qualifications (since 6 Sep 2024)

No changes recorded yet.