Haven Protect Limited

• Principal Place of Business

  Haven Protect Limited

  Earle House

  Atlantic Street

  Broadheath

  Altrincham

  Trafford

  WA14 5DD

  UNITED KINGDOM

  Phone

  +4401615198500

  Web

  https://havenprotect.me.uk

• Complaints Contact

  Haven Protect Limited

  Earle House

  Atlantic Street

  Broadheath

  Altrincham

  Trafford

  WA14 5DD

  UNITED KINGDOM

  Phone

  +441615198500

• Buy-to-Let Mortgage Advice

• 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.

• 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, 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.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments, 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

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments, 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.

• Jake Cunliffe-Neale

  IRN JXC03196

  • CF30 Customer (27 Sep 2019 to 8 Dec 2019)
• James Lloyd

  IRN JXL02213

  • [FCA CF] Functions requiring qualifications (1 Sep 2022 to 3 Nov 2023)
  • [FCA CF] Client dealing (1 Sep 2022 to 3 Nov 2023)
• Mark Andrew Tarry

  IRN MAT00032

  • 11. Pension transfer specialist
  • 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
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 22 Jul 2025)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • Responsibility for MCD Intermediation (since 1 Apr 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • CF10 Compliance Oversight (21 Jun 2019 to 8 Dec 2019)
  • CF30 Customer (11 Apr 2019 to 8 Dec 2019)
  • Responsible for Insurance Mediation (27 Jun 2017 to 30 Sep 2018)
  • CF1 Director (27 Jun 2017 to 8 Dec 2019)
• Olaoluwa Owoso

  IRN OXO01228

  • [FCA CF] Client dealing (14 Oct 2022 to 12 Dec 2022)
  • [FCA CF] Functions requiring qualifications (14 Oct 2022 to 12 Dec 2022)
• Peter James Mason

  IRN PJM01501

  • [FCA CF] Client dealing (9 Dec 2019 to 7 Apr 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Apr 2023)
  • CF30 Customer (1 Apr 2019 to 8 Dec 2019)
• Stephen Anthony Ashurst

  IRN SAA00015

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Jan 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 4 Jan 2022)
• Stephen Ross Bone

  IRN SXB20086

  • CF30 Customer (11 Sep 2019 to 8 Dec 2019)
• mark Stephens

  IRN MXS21787

  • [FCA CF] Client dealing (9 Dec 2019 to 16 Feb 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Feb 2022)
  • CF30 Customer (14 Oct 2019 to 8 Dec 2019)

No changes recorded yet.