JKFS (UK) LIMITED

• Principal Place of Business

  10 Melville Street

  Edinburgh

  Midlothian

  EH3 7NS

  UNITED KINGDOM

  Phone

  +4401315164160

  Web

  https://www.jkfs.com

• Complaints Contact

  JKFS Independent

  10 Melville Street

  Edinburgh

  EH3 7NS

  UNITED KINGDOM

  Phone

  +441315164160

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, 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

  Show 1 limitation Hide limitations

  • · 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, 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

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

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

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, 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.

• Alexander James Bruce

  IRN AXB00854

  • 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
  • Appointed representative dealing with clients for which they require qualification (since 11 Nov 2022)
  • CF30 Customer (since 5 Dec 2021)
• Alexander Williams

  IRN AXW00001

  • [FCA CF] Client dealing (9 Dec 2019 to 2 Sep 2023)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Sep 2023)
  • CF30 Customer (6 May 2014 to 2 Sep 2023)
• Alisdair Hogg

  IRN AXH00282

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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] Client dealing (since 7 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 7 Nov 2022)
• Alistair John Marsh

  IRN AXM00397

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • Appointed representative dealing with clients for which they require qualification (since 1 Jul 2022)
  • CF30 Customer (since 22 Jan 2021)
• Amit Taneja

  IRN AXT00290

  • CF30 Customer (21 Jul 2021 to 25 Mar 2022)
• Barry McKenzie

  IRN BXM01344

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF1 Director (AR) (since 10 Jul 2023)
  • [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 6 May 2014)
• Beata Timea Valente-Figueira

  IRN BXV00045

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • Appointed representative dealing with clients for which they require qualification (since 27 Feb 2023)
• Bernard Hughes

  IRN BXH00065

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2023)
  • CF30 Customer (6 May 2014 to 30 Jun 2023)
• Catherine Jane Johnstone

  IRN CXJ00268

  • Appointed representative dealing with clients for which they require qualification (3 Aug 2023 to 30 Sep 2024)
• Christophe Didier Berra

  IRN CXB01074

  • 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
  • Appointed representative dealing with clients for which they require qualification (since 23 Mar 2026)

• Melville Independent plc

  FRN 550326 · Appointed 6 May 2014

No changes recorded yet.