Independent Options Ltd

• Principal Place of Business

  119 George V Avenue

  Worthing

  West Sussex

  BN11 5SA

  UNITED KINGDOM

  Phone

  +4401903527000

  Web

  https://www.theoptionsgroup.co.uk

• Complaints Contact

  119 George V Avenue

  Worthing

  West Sussex

  BN11 5SA

  UNITED KINGDOM

  Phone

  +4401903527000

• 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, Stakeholder pension scheme, Unit

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  • · 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.

• Equity Release Advice

  For Customer, Home reversion plans

• 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

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · 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, 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

• 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 Advice

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  • · 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, 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

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This permission is limited to not carrying out credit repair services

• Alison Cheryl Skelding

  IRN AXS00286

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 24 Nov 2020)
  • [FCA CF] Client dealing (24 Nov 2020 to 25 Nov 2020)
• Andrew Tait

  IRN AHT00004

  • [FCA CF] Functions requiring qualifications (1 Apr 2025 to 1 Nov 2025)
• Anthony Wassell

  IRN TXW01196

  • CF24 Pension Transfer Specialist (11 Nov 2005 to 31 Mar 2006)
  • CF21 Investment Adviser (11 Nov 2005 to 31 Mar 2006)
• Emma Christine Martin

  IRN EXM00109

  • Appointed representative dealing with clients for which they require qualification (25 Feb 2021 to 8 Mar 2021)
• Guy Alan Edward Cremer

  IRN GAC01116

  • [FCA CF] Client dealing (24 Jul 2023 to 13 Nov 2023)
  • [FCA CF] Functions requiring qualifications (24 Jul 2023 to 13 Nov 2023)
• James Daniel Maynard

  IRN JXM00468

  • Appointed representative dealing with clients for which they require qualification (25 Feb 2021 to 29 Oct 2021)
• James Paul Michael Carson-Lee

  IRN JXC00418

  • Appointed representative dealing with clients for which they require qualification (25 Feb 2021 to 16 Dec 2022)
• Lisa Michelle Eyles

  IRN LMC00018

  • [FCA CF] Functions requiring qualifications (24 Nov 2020 to 12 Jan 2024)
  • [FCA CF] Client dealing (24 Nov 2020 to 25 Nov 2020)
• Martyn Lewis Bowen

  IRN MLB00022

  • [FCA CF] Client dealing (1 Dec 2020 to 25 Mar 2025)
  • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 25 Mar 2025)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (20 Sep 2006 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (20 Sep 2006 to 31 Oct 2007)
• Matthew Patrick Peter Searle

  IRN MPS00004

  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 3 Dec 2020)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (since 21 Mar 2016)
  • [FCA CF] CASS oversight function (3 Dec 2020 to 9 Mar 2022)
  • [FCA CF] Client dealing (3 Dec 2020 to 4 Dec 2020)
  • [FCA CF] Manager of certification employee (3 Dec 2020 to 4 Dec 2020)
  • [FCA CF] Material risk taker (3 Dec 2020 to 4 Dec 2020)
  • [FCA CF] Significant management (3 Dec 2020 to 4 Dec 2020)
  • CF1 Director (11 Nov 2005 to 8 Dec 2019)
  • CF10 Compliance Oversight (11 Nov 2005 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (11 Nov 2005 to 8 Dec 2019)
  • CF21 Investment Adviser (11 Nov 2005 to 27 Dec 2006)
  • CF8 Apportionment and Oversight (11 Nov 2005 to 31 Mar 2009)
  • Responsible for Insurance Mediation (11 Nov 2005 to 30 Sep 2018)

• Sussex Mortgage Services ltd (no longer appointed)

  FRN 752350 · Appointed 11 Jul 2016 · Until 2 Jun 2023

• Homecare Membership Services Ltd (no longer appointed)

  FRN 621992 · Appointed 24 Apr 2014 · Until 25 Apr 2014

• Independent Options (Sussex) Ltd (no longer appointed)

  FRN 461156 · Appointed 11 Dec 2006 · Until 1 Nov 2009

• Mortgages@options Ltd (no longer appointed)

  FRN 461157 · Appointed 11 Dec 2006 · Until 1 Nov 2009

No changes recorded yet.