Hoyl Independent Advisers Ltd
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Upton HouseSt Margarets RoadCromerNorfolkNR27 9DGUNITED KINGDOM- Phone
- +4401263513016
-
Complaints Contact
PO Box 46CromerNorfolkNR27 9WXUNITED KINGDOM- Phone
- +4401263513016
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
-
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 pension policies with a Guaranteed Annuity Rate.
- · 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, 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.
-
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
-
Insurance Admin
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Buy-to-Let Start Date
-
Buy-to-Let Status
-
Credit Brokering
-
Stockbroking
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Debt Negotiation
Show 1 limitation Hide limitations
- · This permission is limited to debt adjusting with no debt management activity
-
Debt Advice
Show 2 limitations Hide limitations
- · This permission is limited to debt counselling which is provided in connection with Commercial Mortgages, Buy To Let Mortgages, Bridging loans and Second Charge loans
- · This permission is limited to debt counselling with no debt management activity
-
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.
-
Claims Lead Generation
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Richard Frederick Leonard
IRN RFL00002
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- CF30 Customer (since 1 Nov 2007)
- CF22 Investment Adviser (Trainee) (14 Aug 2006 to 31 Oct 2007)
-
Robert Charles Ronald Beevor
IRN RCB01132
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- CF30 Customer (6 Apr 2017 to 8 Dec 2019)
-
Roger James Lavers Reed
IRN RJR00012
- CF30 Customer (21 Aug 2009 to 30 Jun 2011)
-
Roger Smith
IRN RXS00167
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF30 Customer (since 11 Jan 2022)
- Appointed representative dealing with clients for which they require qualification (since 5 Oct 2021)
- [FCA CF] Client dealing (since 5 Oct 2021)
- [FCA CF] Functions requiring qualifications (since 5 Oct 2021)
-
Scott Woodford
IRN SGW00006
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF30 Customer (since 20 Dec 2021)
- Appointed representative dealing with clients for which they require qualification (since 5 Oct 2021)
- [FCA CF] Client dealing (since 5 Oct 2021)
- [FCA CF] Functions requiring qualifications (since 5 Oct 2021)
-
Shaun Richards
IRN SXR00152
- CF30 Customer (1 Nov 2007 to 31 Dec 2008)
- CF21 Investment Adviser (8 Jun 2007 to 31 Oct 2007)
-
Simon David Farquhar
IRN SDF01044
- CF1 Director (AR) (8 Sep 2015 to 30 Oct 2017)
-
Soyfur Rahman
IRN SXR01431
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Aug 2022)
- [FCA CF] Client dealing (9 Dec 2019 to 10 Aug 2022)
- CF30 Customer (3 Jul 2018 to 8 Dec 2019)
-
Stephen Peter Burrows
IRN SPB01180
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF30 Customer (since 31 Dec 2021)
- Appointed representative dealing with clients for which they require qualification (since 5 Oct 2021)
- [FCA CF] Client dealing (since 5 Oct 2021)
- [FCA CF] Functions requiring qualifications (since 5 Oct 2021)
-
Stephen Waite
IRN SXW01944
- CF30 Customer (20 Dec 2021 to 20 Nov 2023)
- Appointed representative dealing with clients for which they require qualification (5 Oct 2021 to 17 Nov 2023)
- [FCA CF] Client dealing (5 Oct 2021 to 17 Nov 2023)
- [FCA CF] Functions requiring qualifications (5 Oct 2021 to 17 Nov 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Create FM Ltd
FRN 585747 · Appointed 2 Aug 2012
-
Phoenix (CPG) Ltd
FRN 401118 · Appointed 22 Feb 2007
-
MacRobins Ltd
FRN 454247 · Appointed 5 Jul 2006
-
Hoyl Underwriting Management Limited (no longer appointed)
FRN 580391 · Appointed 31 Mar 2017 · Until 23 Aug 2021
-
Simon Farquhar & Associates Limited (no longer appointed)
FRN 708459 · Appointed 29 Jun 2015 · Until 1 Nov 2017
-
Hoyl Underwriting Management Limited (no longer appointed)
FRN 580391 · Appointed 30 Apr 2012 · Until 12 Jun 2015
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.