HUB Financial Solutions Limited

• Principal Place of Business

  Enterprise House

  Bancroft Road

  Reigate

  Surrey

  RH2 7RP

  UNITED KINGDOM

  Phone

  +441737233413

  Web

  https://www.hubfinancialsolutions.co.uk

• Complaints Contact

  Enterprise House

  Bancroft Road

  Reigate

  Surrey

  RH2 7RP

  UNITED KINGDOM

  Phone

  +441737233413

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Professional, Retail (Investment)

• 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.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Funeral plan contract, 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

  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 Professional, Retail (Investment), Retail (Non-Investment Insurance), Debenture, Funeral plan contract, 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

  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

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Professional, Retail (Investment), Retail (Non-Investment Insurance), Debenture, Funeral plan contract, 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

  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.

• Luke Noel Barton

  IRN LXB00498

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 13 Oct 2022)
  • [FCA CF] Functions requiring qualifications (since 13 Oct 2022)
  • CF30 Customer (11 Oct 2022 to 20 Dec 2022)
• Malcolm Joseph Denton

  IRN MXD00156

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2021)
  • CF30 Customer (6 Dec 2018 to 30 Sep 2021)
• Mark Andrew Shackle

  IRN MAS00064

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2023)
  • CF30 Customer (11 Sep 2018 to 8 Dec 2019)
• Mark Garner

  IRN MRG01083

  • [FCA CF] Significant management (9 Dec 2019 to 8 Apr 2022)
• Mark Leefe

  IRN MXL00158

  • [FCA CF] Client dealing (9 Dec 2019 to 8 Nov 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Nov 2021)
  • CF30 Customer (2 Oct 2019 to 8 Dec 2019)
• Mark William Godson

  IRN MXG00638

  • [FCA CF] Significant management (24 Jan 2024 to 24 Feb 2025)
• Matthew Caleb Halksworth

  IRN MXH00066

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Significant management (9 Dec 2019 to 25 Feb 2025)
  • CF30 Customer (17 Feb 2012 to 8 Dec 2019)
• Matthew James Allen

  IRN MJA01253

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • CF30 Customer (14 Jun 2016 to 8 Dec 2019)
• Matthew James Masters

  IRN MJM01368

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Jan 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 17 Jan 2023)
  • CF30 Customer (21 Nov 2018 to 20 Dec 2022)
• Michael Craig Woods

  IRN MCW01141

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (15 Nov 2018 to 20 Dec 2022)

• Add Momentum Innovations Ltd (no longer appointed)

  FRN 477497 · Appointed 21 May 2009 · Until 24 Feb 2012

• Harris Begley Lifetime Partners Ltd (no longer appointed)

  FRN 489218 · Appointed 1 May 2009 · Until 2 Sep 2016

• KBA Marketing Ltd (no longer appointed)

  FRN 435950 · Appointed 23 Dec 2008 · Until 31 Aug 2011

• Lighthouse Group plc (no longer appointed)

  FRN 209621 · Appointed 23 Dec 2007 · Until 16 Mar 2021

• Threesixty Services LLP (no longer appointed)

  FRN 476680 · Appointed 18 Dec 2007 · Until 31 Dec 2014

• Tenet & You Limited (no longer appointed)

  FRN 455280 · Appointed 24 Oct 2007 · Until 24 Jun 2010

• The Sunday Group Ltd (no longer appointed)

  FRN 472372 · Appointed 4 Sep 2007 · Until 22 Apr 2008

• First Financial Limited (no longer appointed)

  FRN 201039 · Appointed 9 May 2007 · Until 31 Aug 2011

No changes recorded yet.