Kingsmead Financial Planning Ltd

Date authorised
11 November 2014
Companies House
08803277
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    1 The Acorns
    Wingrave Road
    Aston Abbotts
    Aylesbury
    HP22 4LT
    UNITED KINGDOM
    Phone
    +4407715423111

  • Complaints Contact

    1 The Acorns
    Wingrave Road
    Aston Abbotts
    Aylesbury
    HP22 4LT
    UNITED KINGDOM
    Phone
    +4407715423111

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

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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
    • · 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 1 limitation
    • · 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

Approved individuals

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

  • Karun Roda

    IRN KXR00069

    • [FCA CF] Functions requiring qualifications (17 Apr 2023 to 15 May 2023)
    • CF30 Customer (10 May 2022 to 27 Sep 2022)
  • Laurence Penn

    IRN LXP00163

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 2 Jul 2024)
    • [FCA CF] Functions requiring qualifications (since 2 Jul 2024)
    • CF1 Director (AR) (since 19 Jun 2024)
  • Lawrence Jennings

    IRN LXJ00038

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 7 Oct 2024)
    • CF1 Director (AR) (since 7 Oct 2024)
  • Lee Cawley

    IRN LXC01803

    • [FCA CF] Functions requiring qualifications (27 Mar 2021 to 15 May 2023)
    • Appointed representative dealing with clients for which they require qualification (27 Mar 2021 to 15 May 2023)
    • CF1 Director (AR) (28 Sep 2016 to 17 May 2023)
  • Marcin Pawel Brylka

    IRN MPB01134

    • 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 Mar 2021)
    • [FCA CF] Functions requiring qualifications (since 27 Mar 2021)
    • CF1 Director (AR) (since 26 Jan 2019)
  • Martin Clifford Berry

    IRN MCB00038

    • [FCA CF] Manager of certification employee (29 Mar 2021 to 23 Feb 2026)
    • [FCA CF] Functions requiring qualifications (29 Mar 2021 to 23 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (29 Mar 2021 to 23 Feb 2026)
  • Marzena Monika van der Westhuizen

    IRN MXV00205

    • Appointed representative dealing with clients for which they require qualification (17 Sep 2024 to 4 Dec 2024)
    • [FCA CF] Functions requiring qualifications (17 Sep 2024 to 4 Dec 2024)
  • Nicola Fitzsimmons

    IRN NXF00074

    • 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 Mar 2021)
    • [FCA CF] Functions requiring qualifications (since 27 Mar 2021)
  • Owen Davies

    IRN OXD00038

    • Appointed representative dealing with clients for which they require qualification (23 May 2023 to 17 Sep 2024)
    • [FCA CF] Functions requiring qualifications (23 May 2023 to 17 Sep 2024)
  • Ozkan Ozoglu

    IRN OXO01214

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 2 Jul 2024)
    • Appointed representative dealing with clients for which they require qualification (since 2 Jul 2024)
    • CF1 Director (AR) (since 9 Nov 2023)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

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

No changes recorded yet.