Investment and Tax Advisory Services Limited

• Principal Place of Business

  30A South Street

  Dorchester

  DT1 1BY

  UNITED KINGDOM

  Phone

  +4401202804549

  Web

  https://www.wilcoxyoung.co.uk

• Complaints Contact

  30A South Street

  Dorchester

  DT1 1BY

  UNITED KINGDOM

  Phone

  +4401202804549

• 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

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  • · 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

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  • · 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.

• Authorised to Operate

  For Professional, Retail (Investment)

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  • · 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.

• 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.

• Stewart Edward Wooles

  IRN SEW00008

  • CF2 Non Executive Director (31 May 2016 to 12 Aug 2019)
  • CF1 Director (4 Nov 2002 to 31 Dec 2011)
• Trevor John Chanter

  IRN TJC01084

  • CF30 Customer (9 May 2011 to 14 Dec 2013)
• Vivienne Mary Shorter

  IRN VMS01018

  • CF4 Partner (AR) (20 Jun 2006 to 24 Jan 2012)

• Way Investment Services Ltd (no longer appointed)

  FRN 195275 · Appointed 14 Aug 2018 · Until 13 Sep 2021

• Tax Efficient Investments Limited (no longer appointed)

  FRN 630756 · Appointed 15 Feb 2016 · Until 31 Dec 2016

• The Shorter Byrne Partnership LLP (no longer appointed)

  FRN 452826 · Appointed 2 Jun 2006 · Until 19 Jul 2012

• Dominic (''Nick'') Butler (no longer appointed)

  FRN 436193 · Appointed 28 Jul 2005 · Until 28 Jul 2005

No changes recorded yet.