Landmark IFA Limited

• Principal Place of Business

  4 Broad Street

  Stamford

  PE9 1PB

  UNITED KINGDOM

  Phone

  +4401780761313

  Web

  https://www.landmarkifa.co.uk

• Complaints Contact

  4 Broad Street

  Stamford

  PE9 1PB

  UNITED KINGDOM

  Phone

  +4401780761313

• Buy-to-Let Mortgage Advice

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• 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

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · 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.

• Investment Advice (no pensions)

  For Commercial, Professional, 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

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  • · 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

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

• Arranges Investments

  For Commercial, Professional, 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

• Insurance Admin

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

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Stockbroking

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

• Debt Advice

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

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, 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

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  • · 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 Hide limitations

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

• Adrian Hallas

  IRN AXH03112

  • CF30 Customer (24 Jul 2017 to 4 Jan 2018)
• Alastair Charles John Rush

  IRN ACR01101

  • CF30 Customer (19 Jun 2008 to 17 Jul 2009)
• Andrew Darrington

  IRN AXD01015

  • 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
  • [FCA CF] Client dealing (since 20 Dec 2024)
  • [FCA CF] Functions requiring qualifications (since 20 Dec 2024)
• Andrew Malcolm Pacey

  IRN AMP00040

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Feb 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 1 Feb 2024)
  • CF30 Customer (16 May 2016 to 8 Dec 2019)
• Anthony Paul Barrett

  IRN APB00070

  • 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
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (24 May 2011 to 8 Dec 2019)
• Anthony Ralph Wheatcroft

  IRN ARW00012

  • CF30 Customer (1 Nov 2007 to 19 Nov 2007)
  • CF21 Investment Adviser (25 Jul 2005 to 31 Oct 2007)
• Bernard Joseph Michael Maher

  IRN BJM00039

  • CF30 Customer (29 May 2013 to 17 Oct 2014)
  • CF21 Investment Adviser (24 Feb 2004 to 31 Oct 2007)
• Brian Midgelow-Marsden

  IRN BXM01356

  • CF1 Director (24 Feb 2004 to 25 Jan 2006)
• Bryn Anthony Brothers

  IRN BAB00024

  • CF30 Customer (2 Apr 2009 to 25 Dec 2012)
• Caroline Catlin

  IRN CXC01596

  • 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
  • 9A. Advising on P2P agreements
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (14 Oct 2019 to 8 Dec 2019)

• Morgan Pettefar Financial Limited (no longer appointed)

  FRN 920940 · Appointed 10 Feb 2020 · Until 6 Feb 2023

• Brackenbury (IFA) Limited (no longer appointed)

  FRN 176750 · Appointed 25 May 2016 · Until 23 Mar 2018

• Trigon Financial Solutions Ltd (no longer appointed)

  FRN 520938 · Appointed 14 Mar 2013 · Until 2 Sep 2015

No changes recorded yet.