JPM Financial Management Limited

• Principal Place of Business

  192 Green Road

  Penistone

  Sheffield

  Barnsley

  S36 6BG

  UNITED KINGDOM

  Phone

  +4401226449222

  Web

  https://www.jpmfinancial.co.uk

• Complaints Contact

  Finance House

  192 Green Road

  Penistone

  Sheffield

  South Yorkshire

  S36 6BG

  UNITED KINGDOM

  Phone

  +4401226449222

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Investment Advice (no pensions)

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

• 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.

• Arranges Investments

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

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 2 limitations Hide limitations

  • · Limited to debt counselling which is provided in connection with investment advice, buy-to-let mortgages and second charge mortgages
  • · 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

• Caroline Jayne Barker

  IRN CJB01415

  • CF1 Director (AR) (8 Dec 2011 to 20 Nov 2014)
• Holly Lucy Shingler

  IRN HXS00065

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Jun 2023)
• James Stephen Mace

  IRN JSM01208

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 8 Dec 2022)
  • Responsible for Insurance Mediation (1 Nov 2011 to 30 Sep 2018)
  • CF11 Money Laundering Reporting (1 Nov 2011 to 8 Dec 2019)
  • CF1 Director (1 Nov 2011 to 8 Dec 2019)
  • CF30 Customer (1 Nov 2011 to 1 Nov 2011)
• Karen Fiona Wright

  IRN KXW00076

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Kelly Marie Waldron

  IRN KXW00358

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 16 Feb 2021)
• Peter David Mogan

  IRN PDM01154

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsibility for MCD Intermediation (since 21 Mar 2016)
  • [FCA CF] Client dealing (9 Dec 2019 to 9 Dec 2022)
  • CF10 Compliance Oversight (1 Nov 2011 to 8 Dec 2019)
  • CF1 Director (1 Nov 2011 to 8 Dec 2019)
  • CF30 Customer (1 Nov 2011 to 8 Dec 2019)

• Real Property Finance Ltd (no longer appointed)

  FRN 569896 · Appointed 29 Nov 2011 · Until 12 Oct 2015

• Real Mortgage Finance Ltd (no longer appointed)

  FRN 565384 · Appointed 15 Nov 2011 · Until 25 Nov 2014

No changes recorded yet.