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.

  • Pasquale Bellini

    IRN PXB18449

    • 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) (14 Aug 2019 to 24 Jan 2020)
  • Piyush UmeshKumar Sharma

    IRN PXS00529

    • [FCA CF] Functions requiring qualifications (8 Aug 2024 to 4 Dec 2024)
  • Richard Liell

    IRN RXL11449

    • Appointed representative dealing with clients for which they require qualification (8 Apr 2021 to 28 Feb 2023)
    • [FCA CF] Functions requiring qualifications (8 Apr 2021 to 28 Feb 2023)
    • CF1 Director (AR) (13 Feb 2019 to 21 Feb 2023)
  • Robert Charles O'Neill

    IRN RCO01014

    • 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 11 Nov 2016)
  • Samesh Ramakrishnan Moodley

    IRN SRM01105

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 May 2023)
    • Appointed representative dealing with clients for which they require qualification (since 9 May 2023)
    • CF1 Director (AR) (since 2 Aug 2022)
  • Syed Yeasin Ahmed

    IRN SXA00206

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 16 May 2022)
    • Appointed representative dealing with clients for which they require qualification (since 16 May 2022)
  • Wayne Michael Hoban

    IRN WMH01033

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 27 Mar 2021)
    • Appointed representative dealing with clients for which they require qualification (since 27 Mar 2021)
    • CF1 Director (AR) (since 3 Jun 2020)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

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