Glamorgan 1:1 Financial Limited

• Principal Place of Business

  35 Apollo Business Village

  Aberkenfig

  BRIDGEND

  Mid Glamorgan

  CF32 9RF

  UNITED KINGDOM

  Phone

  +4401656766646

  Web

  https://www.glamorgan121.com

• Complaints Contact

  35 Apollo Business Village

  Aberkenfig

  BRIDGEND

  Mid Glamorgan

  CF32 9RF

  UNITED KINGDOM

  Phone

  +4401656766646

• Buy-to-Let Mortgage Advice

• Pension Transfer Advice

  For Retail (Investment), Personal pension scheme, Stakeholder pension scheme

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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.

• 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, 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 Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

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  • · Limited to broking credit agreements for the purchase of insurance.

• 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.

• Bethan Mari Kelland

  IRN BXK00236

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 16 May 2025)
  • [FCA CF] CASS oversight function (since 16 May 2025)
• Gareth John Kelland

  IRN GJK01060

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 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)
  • SMF3 Executive Director (since 26 Feb 2020)
  • Responsibility for MCD Intermediation (since 26 Feb 2020)
  • Responsible for Insurance Distribution (since 26 Feb 2020)
  • SMF16 Compliance Oversight (since 26 Feb 2020)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 26 Feb 2020)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (3 Jun 2016 to 8 Dec 2019)
• Julie Davies

  IRN JXD00447

  • 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 1 Sep 2023)
• Martin Stephen Kelland

  IRN MSK00009

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsible for Insurance Mediation (4 Jan 2011 to 30 Sep 2018)
  • CF1 Director (4 Jan 2011 to 8 Dec 2019)
  • CF10 Compliance Oversight (4 Jan 2011 to 8 Dec 2019)
  • CF30 Customer (4 Jan 2011 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (4 Jan 2011 to 8 Dec 2019)
• Richard Darren Edwards

  IRN RDE00008

  • CF1 Director (AR) (9 Dec 2015 to 16 May 2016)
  • CF30 Customer (9 Dec 2015 to 16 May 2016)
• Selim Aydin

  IRN SXA16603

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Sep 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Sep 2023)
  • CF30 Customer (27 Jun 2019 to 8 Dec 2019)

• Aevitas Wealth Ltd (no longer appointed)

  FRN 719136 · Appointed 2 Dec 2015 · Until 16 May 2016

No changes recorded yet.