LONSDALE FINANCIAL CONSULTING LIMITED

• Principal Place of Business

  Lonsdale Financial Consulting Ltd

  22 Mount Ephraim Road

  Tunbridge Wells

  Kent

  TN1 1ED

  UNITED KINGDOM

  Phone

  +4401332411163

• Complaints Contact

  Cooper Parry Wealth

  Building 423

  East Midlands Airport

  Castle Donington

  Derby

  Leicestershire

  DE74 2SA

  UNITED KINGDOM

  Phone

  +4401332411163

• Pension Transfer Advice

  For Professional, 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.

• 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

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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.

• Debt Advice

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

• 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.

• Ade Cheatham

  IRN AXC02481

  • Director of firm who is not a certification employee or a SMF manager (since 31 Oct 2023)
• Bronagh Daly

  IRN BXD00308

  • SMF3 Executive Director (since 4 Feb 2026)
• Clive Jordan

  IRN CXJ00005

  • Responsible for Insurance Mediation (14 Jan 2005 to 1 Apr 2006)
  • CF24 Pension Transfer Specialist (22 Nov 2002 to 24 Jun 2006)
  • CF21 Investment Adviser (1 Dec 2001 to 24 Jun 2006)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 1 Apr 2006)
  • CF10 Compliance Oversight (1 Dec 2001 to 1 Apr 2006)
  • CF1 Director (1 Dec 2001 to 24 Jun 2006)
• David Kendrick

  IRN DXK00459

  • SMF1 Chief Executive (since 4 Feb 2026)
  • SMF3 Executive Director (since 4 Feb 2026)
• Emma Jane Roberts

  IRN EJR01041

  • CF2 Non Executive Director (6 Jun 2008 to 1 Dec 2008)
• Ewan Nicholas Rosie

  IRN ENR01004

  • SMF3 Executive Director (since 2 Feb 2024)
• Frederick William Winter

  IRN FWW00010

  • [FCA CF] Functions requiring qualifications (28 Jan 2021 to 1 Nov 2021)
  • [FCA CF] Client dealing (28 Jan 2021 to 1 Nov 2021)
• Geoffrey Suleiman Husaunndee

  IRN GSH01050

  • SMF16 Compliance Oversight (2 Jul 2020 to 8 Feb 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (2 Jul 2020 to 8 Feb 2024)
  • SMF3 Executive Director (2 Jul 2020 to 8 Feb 2024)
  • Responsible for Insurance Distribution (2 Jul 2020 to 8 Feb 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Apr 2024)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 30 Apr 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Apr 2024)
• Georgia Gritton

  IRN GXG01709

  • 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 6 Oct 2023)
  • [FCA CF] Functions requiring qualifications (since 6 Oct 2023)
• Ian John O'Connor

  IRN IJO00003

  • 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)
  • [FCA CF] Functions requiring qualifications (since 6 Oct 2023)
  • [FCA CF] Client dealing (since 6 Oct 2023)

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