Master Adviser CFP Limited

Date authorised
1 April 2013
Companies House
02985805
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    22 Chancery Lane
    London
    WC2A 1LA
    UNITED KINGDOM
    Phone
    +4402070315720
    Web
    https://www.masteradviser.co.uk

  • Complaints Contact

    22 Chancery Lane
    London
    WC2A 1LA
    UNITED KINGDOM
    Phone
    +4402070315720

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Professional, 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
    • · 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

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · 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

    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.

  • Nicholas Edward Harris

    IRN NEH01034

    • CF30 Customer (14 Oct 2010 to 16 Jan 2013)
  • Njideka Chidinma Lorimer

    IRN NCL01041

    • CF30 Customer (15 Jan 2016 to 26 Apr 2018)
  • Paul Michael Grant

    IRN PMG00013

    • CF30 Customer (1 Nov 2007 to 3 May 2016)
    • CF10 Compliance Oversight (2 Jan 2007 to 30 Jun 2008)
    • CF24 Pension Transfer Specialist (2 Jan 2007 to 31 Oct 2007)
    • CF1 Director (2 Jan 2007 to 30 Jun 2008)
    • CF21 Investment Adviser (2 Jan 2007 to 31 Oct 2007)
    • CF11 Money Laundering Reporting (2 Jan 2007 to 17 Sep 2008)
  • Paul Mitchell Haigh

    IRN PMH01112

    • CF30 Customer (4 Apr 2011 to 6 Jun 2012)
  • Richard Neil Higham

    IRN RNH00010

    • CF30 Customer (8 Apr 2013 to 16 Feb 2015)
  • Robert George Campling

    IRN RGC00028

    • CF30 Customer (1 Nov 2007 to 23 Jul 2012)
    • CF22 Investment Adviser (Trainee) (5 Jun 2007 to 31 Oct 2007)
  • Roy McLoughlin

    IRN RXM00129

    • CF30 Customer (1 Nov 2007 to 20 Feb 2017)
    • CF21 Investment Adviser (2 Jan 2007 to 31 Oct 2007)
  • Stephen Francis Wilding

    IRN SFW01044

    • CF30 Customer (17 Jul 2012 to 28 Mar 2013)

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.