Fresh Perspective Financial Planning Ltd

• Principal Place of Business

  Fresh Perspective Financial Planning

  Hartham Park

  Corsham

  Wiltshire

  SN13 0RP

  UNITED KINGDOM

  Phone

  +4401249700402

  Web

  https://www.fp-fp.co.uk

• Complaints Contact

  Fresh Perspective Financial Planning

  Hartham Park

  Corsham

  Wiltshire

  SN13 0RP

  UNITED KINGDOM

  Phone

  +4401249700402

• 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

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.

• 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.

• 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, 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.

• Debt Advice

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

• 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

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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.

• Amelia Helen Wardley Cooke

  IRN AXC03585

  • 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] Client dealing (since 26 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 26 Jan 2026)
• Matthew James Kneller

  IRN MJK01109

  • Responsible for Insurance Mediation (31 Oct 2012 to 1 Sep 2014)
  • CF1 Director (31 Oct 2012 to 1 Sep 2014)
  • CF30 Customer (31 Oct 2012 to 1 Sep 2014)
  • CF10 Compliance Oversight (31 Oct 2012 to 1 Sep 2014)
• Richard Stewart Boyd

  IRN RSB01092

  • 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] Client dealing (since 25 Sep 2020)
  • [FCA CF] Functions requiring qualifications (since 25 Sep 2020)
  • [FCA CF] Significant management (since 25 Sep 2020)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (25 Sep 2020 to 9 Sep 2021)
  • CF30 Customer (11 Sep 2014 to 8 Dec 2019)
  • CF1 Director (11 Sep 2014 to 8 Dec 2019)
• William John Driver

  IRN WJD01036

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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] Significant management (since 25 Sep 2020)
  • [FCA CF] Client dealing (since 25 Sep 2020)
  • [FCA CF] Functions requiring qualifications (since 25 Sep 2020)
  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • [FCA CF] Manager of certification employee (25 Sep 2020 to 9 Sep 2021)
  • Responsible for Insurance Mediation (11 Sep 2014 to 30 Sep 2018)
  • CF10 Compliance Oversight (11 Sep 2014 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (31 Oct 2012 to 8 Dec 2019)
  • CF30 Customer (31 Oct 2012 to 8 Dec 2019)
  • CF1 Director (31 Oct 2012 to 8 Dec 2019)

No changes recorded yet.