Grosvenor Consultancy Limited

• Principal Place of Business

  76 Macrae Road

  Pill

  Bristol

  BS20 0DD

  UNITED KINGDOM

  Phone

  +441275373348

  Web

  https://www.grosvenorconsultancy.co.uk

• Complaints Contact

  76 Macrae Road

  Pill

  Bristol

  BS20 0DD

  UNITED KINGDOM

  Phone

  +441275373348

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• 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

  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.

• Equity Release Advice

  For Customer, Home reversion plans

• 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

  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

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  • · 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, 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Debt Advice

  Show 2 limitations Hide limitations

  • · This permission is limited to debt counselling with no debt management activity
  • · This permission is limited to debt counselling which is provided in connection with investment advice and buy to let mortgages

• Consumer Loans

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  • · Limited to lending where no charge (by way of interest or otherwise) is payable by the borrower in connection with the provision of credit under the regulated credit agreement
  • · Limited to lending that is in connection with the repayment of fees relating to the provision of professional services which are only for ongoing services or regular premiums.

• Loan Servicing

• Equity Release Setup

  For Customer, Home reversion plans

• 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.

• Daniel James Stallard

  IRN DJS01383

  • CF30 Customer (1 Nov 2007 to 20 Jan 2014)
  • CF22 Investment Adviser (Trainee) (6 Mar 2006 to 31 Oct 2007)
• Derek Parkinson

  IRN DXP00044

  • CF30 Customer (1 Nov 2007 to 16 Nov 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Edward Frederick John Lucas

  IRN EFL00001

  • CF30 Customer (1 Nov 2007 to 10 Jul 2012)
  • CF1 Director (AR) (7 Sep 2004 to 10 Jul 2012)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Edward Martin Whiting

  IRN EMW00004

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jun 2022)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• George Papoulias

  IRN GXP01894

  • [FCA CF] Functions requiring qualifications (15 Sep 2022 to 16 Jan 2023)
• Graeme James Beattie

  IRN GJB00040

  • CF21 Investment Adviser (3 Oct 2006 to 26 Jun 2007)
• Harry Brian Hopkinson

  IRN HBH00001

  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 Jun 2003)
• Helen Roberts

  IRN HLS00009

  • CF30 Customer (19 Jul 2012 to 18 Oct 2018)
• Ian Young

  IRN IXY00001

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jan 2023)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (30 Mar 2007 to 31 Oct 2007)
• Jamie Thompson

  IRN JXT01645

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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 5 Feb 2024)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (16 Jan 2015 to 8 Dec 2019)

• Avalon Financial Services Limited (no longer appointed)

  FRN 210392 · Appointed 11 Mar 2002 · Until 23 Feb 2015

No changes recorded yet.