LONSDALE FINANCIAL CONSULTING LIMITED

Date authorised
1 April 2013
Companies House
03652471
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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

    Show 2 limitations
    • · 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

    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.

  • 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.

  • Debt Advice

    Show 1 limitation
    • · 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

    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.

Approved individuals

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

  • Sally Helen Pickersgill

    IRN SXP00702

    • SMF3 Executive Director (since 2 Feb 2024)
  • Simon Atkins

    IRN SXA11989

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 2 Feb 2024)
  • Stephen Lewis Jones

    IRN SLJ00007

    • Responsible for Insurance Distribution (26 Jan 2024 to 12 Feb 2026)
    • SMF1 Chief Executive (26 Jan 2024 to 12 Feb 2026)
    • SMF16 Compliance Oversight (26 Jan 2024 to 12 Feb 2026)
    • SMF3 Executive Director (26 Jan 2024 to 12 Feb 2026)

Recent activity

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

No changes recorded yet.