J M Taylor Financial Services Limited

• Principal Place of Business

  City Gate

  Blackburn Business Park,

  Blackburn

  Aberdeen

  Aberdeenshire

  AB21 0PS

  UNITED KINGDOM

  Phone

  +4401224798640

  Web

  https://www.jmtaylor-ifa.co.uk

• Complaints Contact

  Citygate

  Blackburn Business Park

  Blackburn

  Aberdeen

  AB21 0PS

  UNITED KINGDOM

  Phone

  +4401224798640

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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.

• 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

  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

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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, Structured Deposits

• Debt Advice

  Show 1 limitation Hide limitations

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

• 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

  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.

• Credit Score Services

• John Michael Gall

  IRN JXG00739

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 17 Jan 2024)
  • [FCA CF] Client dealing (since 17 Jan 2024)
• Keith Maurice Hanna

  IRN KMH01062

  • CF30 Customer (3 Aug 2009 to 28 Dec 2012)
• Kelly Forrest Creighton

  IRN KFC01014

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (28 Aug 2015 to 8 Dec 2019)
• Kenneth Laughlin Fairbairn

  IRN KLF01032

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Apr 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Apr 2021)
  • CF30 Customer (4 Mar 2014 to 7 Jun 2021)
• Magnus Birch

  IRN MXB00423

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 1 Mar 2021)
  • [FCA CF] Client dealing (1 Mar 2021 to 15 Aug 2023)
• Norman Stewart Still

  IRN NSS00002

  • CF30 Customer (3 Aug 2009 to 12 Jan 2010)
• Philip George Dawson

  IRN PGD00010

  • CF1 Director (AR) (24 Nov 2010 to 8 Aug 2019)
• Robert Charles Chalmers

  IRN RCC01064

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (AR) (since 15 Nov 2010)
  • CF1 Director (3 Aug 2009 to 29 Jul 2015)
• Scott Alan Middleton

  IRN SAM00082

  • 11. Pension transfer specialist
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 18 Jan 2010)
  • CF1 Director (1 Sep 2015 to 24 Oct 2019)
• Wayne Baber

  IRN WXB01092

  • CF1 Director (4 Sep 2015 to 30 Sep 2015)
  • CF30 Customer (6 Aug 2009 to 30 Sep 2015)

• James & George Collie Financial Management Limited

  FRN 535320 · Appointed 8 Nov 2010

• J M Taylor Limited (no longer appointed)

  FRN 542606 · Appointed 4 Mar 2011 · Until 16 Aug 2023

No changes recorded yet.