HUB Financial Solutions Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Enterprise HouseBancroft RoadReigateSurreyRH2 7RPUNITED KINGDOM- Phone
- +441737233413
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Complaints Contact
Enterprise HouseBancroft RoadReigateSurreyRH2 7RPUNITED KINGDOM- Phone
- +441737233413
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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P2P Lending Advice
For Professional, Retail (Investment)
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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.
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Equity Release Advice
For Customer, Home reversion plans
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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.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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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.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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James Annand Fraser
IRN JAF01157
- CF2 Non Executive Director (17 Feb 2010 to 4 Apr 2016)
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James Benson
IRN JXB08283
- CF30 Customer (15 Nov 2018 to 7 Nov 2020)
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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)
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Jane Anne Kennedy
IRN JAK01120
- CF1 Director (28 Jun 2016 to 1 Aug 2017)
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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)
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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)
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Jason Mark Davies
IRN JXD00187
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2023)
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Jennifer Mackenzie
IRN JXM85442
- [FCA CF] Functions requiring qualifications (26 Apr 2022 to 31 Oct 2023)
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Jenny Cadman
IRN JXC36924
- [FCA CF] Significant management (9 Dec 2019 to 14 Sep 2023)
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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)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Retire Different Limited
FRN 1038604 · Appointed 6 Aug 2025
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Which? Limited
FRN 610689 · Appointed 15 Dec 2023
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Associated Newspapers Limited (no longer appointed)
FRN 591724 · Appointed 22 Apr 2024 · Until 30 Nov 2024
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HUB Pension Consulting Ltd (no longer appointed)
FRN 589976 · Appointed 15 Nov 2018 · Until 22 Dec 2022
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Reach Shared Services Limited (no longer appointed)
FRN 647110 · Appointed 13 Nov 2015 · Until 31 Mar 2021
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Pearl Customer Care Limited (no longer appointed)
FRN 511945 · Appointed 9 Apr 2015 · Until 9 Nov 2021
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Phoenix Customer Care Limited (no longer appointed)
FRN 415488 · Appointed 9 Apr 2015 · Until 9 Nov 2021
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Moneywise Publishing Limited (no longer appointed)
FRN 576343 · Appointed 5 Jan 2015 · Until 30 Nov 2018
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.