Hansford Bell Financial Planning Ltd

• Principal Place of Business

  Culver House

  13 West Street

  TAVISTOCK

  Devon

  PL19 8AN

  UNITED KINGDOM

  Phone

  +4401822617960

  Web

  https://www.hansfordbell.co.uk

• Complaints Contact

  Culver House

  13 West Street

  TAVISTOCK

  Devon

  PL19 8AN

  UNITED KINGDOM

  Phone

  +4401822617960

• 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 2 limitations Hide limitations

  • · 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 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

  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, 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 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, 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.

• Basic Pension Advice

  For Professional, Retail (Investment), Stakeholder products

• Christopher Allen

  IRN CXA01445

  • CF30 Customer (since 1 Mar 2025)
• Christopher Andrew King-Limb

  IRN CXK00149

  • [FCA CF] Functions requiring qualifications (14 Feb 2022 to 10 Jan 2023)
  • [FCA CF] Client dealing (14 Feb 2022 to 10 Jan 2023)
• Christopher Andrew Palmer

  IRN CAP01135

  • 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
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 27 Nov 2020)
  • [FCA CF] Functions requiring qualifications (since 27 Nov 2020)
  • [FCA CF] Significant management (since 27 Nov 2020)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (24 Oct 2016 to 8 Dec 2019)
  • CF30 Customer (15 Jan 2013 to 8 Dec 2019)
• David Paul Pimlott

  IRN DPP00012

  • 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
  • 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
  • [FCA CF] Functions requiring qualifications (since 24 Nov 2020)
  • [FCA CF] Client dealing (since 24 Nov 2020)
  • CF30 Customer (1 Nov 2016 to 8 Dec 2019)
• Emma Haydn Bird

  IRN EXJ00027

  • 21. Advising or arranging (bringing about) equity release transactions
  • 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
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 28 Sep 2021)
  • SMF3 Executive Director (since 16 Feb 2021)
  • [FCA CF] Functions requiring qualifications (since 4 Dec 2020)
• Gemma Michelle Grice

  IRN GXG14306

  • Responsible for Insurance Distribution (13 Apr 2021 to 14 Dec 2025)
  • SMF3 Executive Director (13 Apr 2021 to 14 Dec 2025)
  • Responsibility for MCD Intermediation (13 Apr 2021 to 14 Dec 2025)
  • SMF16 Compliance Oversight (9 Dec 2019 to 14 Dec 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 14 Dec 2025)
  • CF10 Compliance Oversight (29 Jul 2019 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (29 Jul 2019 to 8 Dec 2019)
• Janine Palmer

  IRN JXP02559

  • SMF3 Executive Director (since 23 Mar 2021)
• Karen Michelle Bennett

  IRN KXB14305

  • [FCA CF] Functions requiring qualifications (16 Nov 2020 to 12 Apr 2021)
  • [FCA CF] Client dealing (16 Nov 2020 to 12 Apr 2021)
  • CF30 Customer (2 May 2019 to 8 Dec 2019)
• Nicola Jane Marker

  IRN NXP00035

  • SMF3 Executive Director (9 Dec 2019 to 29 Jan 2021)
  • Responsible for Insurance Distribution (1 Oct 2018 to 29 Jan 2021)
  • Responsibility for MCD Intermediation (21 Mar 2016 to 29 Jan 2021)
  • CF30 Customer (9 Jun 2008 to 29 Mar 2019)
  • Responsible for Insurance Mediation (9 Jun 2008 to 30 Sep 2018)
  • CF11 Money Laundering Reporting (9 Jun 2008 to 6 Aug 2019)
  • CF10 Compliance Oversight (9 Jun 2008 to 6 Aug 2019)
  • CF1 Director (9 Jun 2008 to 8 Dec 2019)
  • CF8 Apportionment and Oversight (9 Jun 2008 to 31 Mar 2009)
• Rebecca Katriona Adams

  IRN RKA01038

  • 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
  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 28 Jan 2026)
  • SMF16 Compliance Oversight (since 28 Jan 2026)
  • SMF3 Executive Director (since 20 Apr 2021)
  • [FCA CF] Functions requiring qualifications (since 12 Nov 2020)
  • [FCA CF] Client dealing (since 12 Nov 2020)
  • CF30 Customer (30 Aug 2016 to 8 Dec 2019)

• CHRIS ALLEN FINANCIAL LTD

  FRN 1026171 · Appointed 1 Mar 2025

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