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.

• James Annand Fraser

  IRN JAF01157

  • CF2 Non Executive Director (17 Feb 2010 to 4 Apr 2016)
• James Benson

  IRN JXB08283

  • CF30 Customer (15 Nov 2018 to 7 Nov 2020)
• James Patrick Laurence Norney

  IRN JXN00086

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 25 Sep 2024)
  • [FCA CF] Functions requiring qualifications (since 25 Sep 2024)
• Jane Anne Kennedy

  IRN JAK01120

  • CF1 Director (28 Jun 2016 to 1 Aug 2017)
• Jane Margaret Shore

  IRN JMS00081

  • [FCA CF] Functions requiring qualifications (29 Apr 2022 to 6 Mar 2026)
  • CF30 Customer (7 May 2010 to 30 Nov 2012)
• Jason Causer

  IRN JKC01035

  • [FCA CF] Significant management (5 Jan 2023 to 31 Aug 2023)
  • SMF3 Executive Director (25 Aug 2021 to 5 Jan 2023)
• Jason Mark Davies

  IRN JXD00187

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2023)
• Jennifer Mackenzie

  IRN JXM85442

  • [FCA CF] Functions requiring qualifications (26 Apr 2022 to 31 Oct 2023)
• Jenny Cadman

  IRN JXC36924

  • [FCA CF] Significant management (9 Dec 2019 to 14 Sep 2023)
• Jessica Leigh Fitzsimmons

  IRN JXF00712

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 13 Aug 2025)
  • [FCA CF] Functions requiring qualifications (since 13 Aug 2025)

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No changes recorded yet.