Lanyon Financial Planning Limited

Date authorised
1 April 2013
Companies House
NI040537
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Catalyst
    The Concourse, Building 2
    Queen's Road
    Belfast
    BT3 9DT
    UNITED KINGDOM
    Phone
    +442890725533
    Web
    https://www.lanyonfp.com

  • Complaints Contact

    Catalyst
    The Concourse, Building 2
    Queen's Road
    Belfast
    Northern Ireland
    BT3 9DT
    UNITED KINGDOM
    Phone
    +442890725533

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

  • 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

    Show 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
    • · 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

    Show 1 limitation
    • · 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
    • · 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
    • · 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), Life Policy, Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

  • 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

    Show 1 limitation
    • · 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

Approved individuals

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

  • Lisa Floyd Shelley

    IRN LFS01024

    • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2024)
    • CF30 Customer (30 Nov 2016 to 8 Dec 2019)
  • Michael Cecil Kirkwood

    IRN MCK00013

    • CF30 Customer (25 Feb 2014 to 10 Oct 2015)
  • Michael David Blair

    IRN MDB01192

    • CF2 Non Executive Director (10 Aug 2011 to 15 Jan 2018)
  • Michael Stewart Corey

    IRN MSC01107

    • CF1 Director (30 May 2013 to 1 May 2015)
    • CF30 Customer (30 May 2013 to 30 Sep 2015)
  • Pamela Gail Wilson

    IRN PGG01038

    • CF10 Compliance Oversight (1 Jan 2013 to 5 Sep 2013)
    • CF30 Customer (8 May 2008 to 5 Sep 2013)
  • Scott William Hanley

    IRN SWH00007

    • CF30 Customer (28 Feb 2014 to 15 Jan 2016)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.