Hill Oldridge Limited

• Principal Place of Business

  Eastcheap

  London

  EC3M 1DE

  UNITED KINGDOM

  Phone

  +4402078312332

• Complaints Contact

  Eastcheap

  London

  EC3M 1DE

  UNITED KINGDOM

  Phone

  +4402078312332

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Eligible Counterparty, 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

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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

  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, Eligible Counterparty, 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

• Insurance Admin

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

• 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, Eligible Counterparty, 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.

• Holly Hill

  IRN HXH00229

  • 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
  • CF30 Customer (since 6 Sep 2023)
  • Appointed representative dealing with clients for which they require qualification (since 19 Jul 2023)
  • [FCA CF] Client dealing (since 19 Jul 2023)
• Jacob Fay

  IRN JXF00714

  • 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
  • CF30 Customer (since 22 Dec 2025)
  • Appointed representative dealing with clients for which they require qualification (since 26 Aug 2025)
  • [FCA CF] Client dealing (since 26 Aug 2025)
• John Anthony Glover

  IRN JAG00007

  • CF30 Customer (1 Nov 2007 to 17 Mar 2008)
  • CF21 Investment Adviser (30 Sep 2004 to 31 Oct 2007)
• Jonathan Morris

  IRN JXM01427

  • 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
  • CF30 Customer (since 4 Sep 2023)
  • [FCA CF] Client dealing (since 19 Jul 2023)
  • Appointed representative dealing with clients for which they require qualification (since 19 Jul 2023)
• Julian Michael Hartley Hill

  IRN JMH00022

  • SMF16 Compliance Oversight (9 Dec 2019 to 26 May 2020)
  • SMF3 Executive Director (9 Dec 2019 to 26 May 2020)
  • Responsible for Insurance Distribution (1 Oct 2018 to 26 May 2020)
  • CF8 Apportionment and Oversight (21 Jan 2009 to 31 Mar 2009)
  • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
  • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • CF1 Director (1 Dec 2001 to 8 Dec 2019)
  • CF10 Compliance Oversight (1 Dec 2001 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Kenneth Andrew Maxwell

  IRN KAM01155

  • 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 5 Jan 2026)
  • SMF3 Executive Director (since 5 Jan 2026)
  • CF30 Customer (since 13 Oct 2023)
  • Appointed representative dealing with clients for which they require qualification (since 25 Jul 2022)
  • [FCA CF] Client dealing (since 25 Jul 2022)
  • CF1 Director (AR) (since 14 Apr 2022)
• Martin Ian Cox

  IRN MIC00003

  • CF30 Customer (1 Nov 2007 to 29 Feb 2008)
  • CF11 Money Laundering Reporting (10 Sep 2002 to 29 Feb 2008)
  • CF1 Director (1 Dec 2001 to 29 Feb 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Michelle Anne Marie Cartwright

  IRN MXC00436

  • CF30 Customer (19 Apr 2021 to 30 Aug 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Aug 2022)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Aug 2022)
• Naomi Errity

  IRN NXE25549

  • SMF17 Money Laundering Reporting Officer (MLRO) (5 Apr 2022 to 27 Sep 2023)
  • CF1 Director (AR) (21 Feb 2022 to 27 Sep 2023)
  • SMF16 Compliance Oversight (1 Dec 2021 to 27 Sep 2023)
  • Responsible for Insurance Distribution (1 Dec 2021 to 27 Sep 2023)
• Nicholas George

  IRN NXG01077

  • CF2 Non Executive Director (AR) (since 3 Sep 2020)

• John Lamb Hill Oldridge Limited

  FRN 669613 · Appointed 18 Aug 2020

No changes recorded yet.