Loveday & Partners Limited

• Principal Place of Business

  Loveday & Partners

  Lakeside 500

  Old Chapel Way

  Broadland Business Park

  Norwich

  Norfolk

  NR7 0WG

  UNITED KINGDOM

  Phone

  +4401603431740

  Web

  https://www.lovedayandpartners.com

• Complaints Contact

  Loveday & Partners

  Lakeside 500

  Old Chapel Way

  Broadland Business Park

  Norwich

  Norfolk

  NR7 0WG

  UNITED KINGDOM

  Phone

  +4401603431740

• P2P Lending Advice

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

• 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 Hide 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 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.

• Authorised to Operate

  Show 1 limitation Hide limitations

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

• Arranges Investments

  For 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.

• Investment Setup

  For 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.

• Adam Baker

  IRN AXB04207

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Sep 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 1 Sep 2025)
  • CF30 Customer (8 Aug 2018 to 8 Dec 2019)
• Adam Claydon

  IRN AXC03187

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Sep 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Sep 2025)
  • CF30 Customer (1 Oct 2016 to 8 Dec 2019)
• Adam John Tebbutt

  IRN AJT01164

  • CF30 Customer (2 Oct 2018 to 29 Mar 2019)
• Alexander Edward Campbell Cutts

  IRN AEC01062

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Sep 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Sep 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 1 Sep 2025)
  • SMF3 Executive Director (9 Dec 2019 to 11 Feb 2026)
  • CF30 Customer (1 Aug 2013 to 8 Dec 2019)
  • CF1 Director (1 Aug 2013 to 8 Dec 2019)
• Benjamin Thomas Birleson

  IRN BXB00292

  • [FCA CF] Client dealing (31 Jan 2023 to 1 Sep 2025)
  • [FCA CF] Functions requiring qualifications (31 Jan 2023 to 1 Sep 2025)
• David Knight

  IRN DXK00083

  • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 23 Sep 2021)
• Deborah Clare Bourassa

  IRN DCB01135

  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 9A. Advising on P2P agreements
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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
  • SMF16 Compliance Oversight (since 22 Mar 2022)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF16 Compliance Oversight (9 Dec 2019 to 31 Dec 2020)
  • [FCA CF] CASS oversight function (9 Dec 2019 to 31 Dec 2020)
  • CF10 Compliance Oversight (4 Jan 2019 to 8 Dec 2019)
  • CF30 Customer (1 Aug 2013 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (1 Aug 2013 to 2 Aug 2018)
  • CF1 Director (1 Aug 2013 to 8 Dec 2019)
• Florence Rose Bourassa

  IRN FXB00175

  • [FCA CF] Client dealing (11 Sep 2023 to 1 Sep 2025)
  • [FCA CF] Functions requiring qualifications (11 Sep 2023 to 1 Sep 2025)
• Jack Piper

  IRN JXP02584

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Sep 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Sep 2025)
  • CF30 Customer (1 Jul 2017 to 8 Dec 2019)
• Jon Younie

  IRN JXY00028

  • [FCA CF] Functions requiring qualifications (2 Jan 2025 to 1 Sep 2025)

No changes recorded yet.