INVICTA FINANCIAL SERVICES LIMITED

• Principal Place of Business

  Penelope House

  Westerhill Road

  Coxheath

  Kent

  ME17 4DH

  UNITED KINGDOM

  Phone

  +441892725115

  Web

  https://www.invicta-group.co.uk

• Complaints Contact

  Penelope House

  Westerhill Road

  Coxheath

  Kent

  ME17 4DH

  UNITED KINGDOM

  Phone

  +441892725115

• 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

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · 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.

• 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.

• 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.

• 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 Plan Admin

• Debt Advice

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

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts, Structured Deposits

• Sebastian Lewis

  IRN SXL02167

  • CF30 Customer (22 Feb 2017 to 11 Oct 2017)
• Sonny Lama

  IRN SXL00359

  • [FCA CF] Functions requiring qualifications (1 Sep 2021 to 28 Feb 2022)
• Tina Dorothy Silvester

  IRN TXS03971

  • CF4 Partner (AR) (since 14 Dec 2023)

• Invicta Financial Planning LLP

  FRN 574907 · Appointed 12 Dec 2013

• Invicta Insurance Partners LLP (no longer appointed)

  FRN 922782 · Appointed 16 Mar 2020 · Until 11 Dec 2023

• Invicta Commercial Finance Limited (no longer appointed)

  FRN 766831 · Appointed 9 Dec 2016 · Until 27 Feb 2020

• Invicta Mortgage Services LLP (no longer appointed)

  FRN 742474 · Appointed 31 Mar 2016 · Until 11 Dec 2023

No changes recorded yet.