Jerroms Financial Planning LTD

Date authorised
1 April 2013
Companies House
04710626
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Jerroms Financial Planning Ltd
    Lumaneri House
    Blythe Gate
    Blythe Valley Park
    Solihull
    B90 8AH
    UNITED KINGDOM
    Phone
    +4401216937310
    Web
    https://www.jerroms.co.uk

  • Complaints Contact

    Jerroms Financial Planning Ltd
    Lumaneri House
    Blythe Gate
    Blythe Valley Park
    Solihull
    B90 8AH
    UNITED KINGDOM
    Phone
    +4401216937310

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Pension Transfer Advice

    For 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 2 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.
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Investment Advice (no pensions)

    For Commercial, Retail (Investment), Retail (Non-Investment Insurance), 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 2 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.
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Authorised to Operate

  • Arranges Investments

    For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Share, Stakeholder pension scheme, Structured Deposits, Unit

    Show 2 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.
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • Investment Setup

    For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Stakeholder pension scheme, Structured Deposits, Unit

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · This permission is limited to not carrying out credit repair services

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Neill Currie

    IRN NXC01409

    • SMF3 Executive Director (9 Dec 2019 to 1 May 2023)
    • CF1 Director (22 Feb 2011 to 8 Dec 2019)
  • Nicholas Hathaway

    IRN NXH00194

    • [FCA CF] Client dealing (1 Feb 2020 to 28 Apr 2023)
    • [FCA CF] Functions requiring qualifications (1 Feb 2020 to 28 Apr 2023)
  • Richard Alan Horton

    IRN RAH01268

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (22 Feb 2011 to 8 Dec 2019)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.