Harvey Bowes Financial Services Limited

• Principal Place of Business

  7 Bridge Street

  Newport

  Newport

  NP20 4AL

  UNITED KINGDOM

  Phone

  +4402921754150

  Web

  https://harveybowes.com

• Complaints Contact

  7 Bridge Street

  Newport

  Newport

  NP20 4AL

  UNITED KINGDOM

  Phone

  +4402921754150

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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.

• 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

• Debt Negotiation

• 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'

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

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

• Charlotte Hall

  IRN CXH01017

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 16 Mar 2026)
  • [FCA CF] Functions requiring qualifications (since 16 Mar 2026)
• Jonathan Prichard

  IRN JXP00353

  • [FCA CF] Client dealing (20 Aug 2020 to 2 Dec 2022)
• Keely McKay

  IRN KXM00274

  • [FCA CF] Client dealing (1 Sep 2020 to 20 Feb 2022)
• Matthew Howard Bowes

  IRN MHB01052

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 25 Jul 2024)
  • [FCA CF] CASS oversight function (since 25 Jul 2024)
  • [FCA CF] Client dealing (since 25 Jul 2024)
  • [PRA CF] Key function holder (since 25 Jul 2024)
  • [FCA CF] Significant management (since 25 Jul 2024)
  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (since 7 Sep 2017)
  • Responsible for Insurance Mediation (7 Sep 2017 to 30 Sep 2018)
  • CF1 Director (7 Sep 2017 to 8 Dec 2019)
  • CF10 Compliance Oversight (7 Sep 2017 to 8 Dec 2019)
• Paul Frances

  IRN PXF00204

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • [FCA CF] Functions requiring qualifications (since 2 Jan 2024)
  • [FCA CF] Client dealing (since 3 Jan 2023)
• Simon Griffiths

  IRN SXG00343

  • [FCA CF] Client dealing (7 Mar 2024 to 23 Feb 2026)
  • [FCA CF] Functions requiring qualifications (7 Mar 2024 to 23 Feb 2026)
• Tannia Jade Hoyte

  IRN TXH00371

  • [FCA CF] Functions requiring qualifications (8 Aug 2024 to 18 Jul 2025)
  • [FCA CF] Client dealing (2 Aug 2023 to 18 Jul 2025)

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