Masterplan Financial Services

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

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    223 New Lane Hill
    Tilehurst
    Reading
    Berkshire
    RG30 4JU
    UNITED KINGDOM
    Phone
    +4401189451600
    Web
    https://www.masterplanfs.co.uk

  • Complaints Contact

    223 New Lane Hill
    Tilehurst
    Reading
    Berkshire
    RG30 4JU
    UNITED KINGDOM
    Phone
    +4401189451600

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

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • 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, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • 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, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Benjamin John Tait

    IRN BXT00501

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2025)
    • [FCA CF] Client dealing (since 10 Dec 2025)
  • Dean Hutton Tanner

    IRN DHT00004

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 23 Mar 2021)
    • CF30 Customer (1 Nov 2007 to 17 Dec 2012)
    • CF21 Investment Adviser (23 Jul 2004 to 31 Oct 2007)
  • Deanne Lorraine Smart

    IRN DXS00387

    • [FCA CF] Functions requiring qualifications (23 Mar 2021 to 9 Jun 2023)
  • Jonathan Charles Green

    IRN JXG00293

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 29 Sep 2025)
    • Appointed representative dealing with clients for which they require qualification (since 23 Mar 2021)
  • Stephen John Tait

    IRN SJT00056

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Sole trader dealing with clients for which they require qualification (since 23 Mar 2021)
    • [FCA CF] Manager of certification employee (since 23 Mar 2021)
    • CF30 Customer (1 Nov 2007 to 17 Dec 2012)
    • CF10 Compliance Oversight (23 Jul 2004 to 17 Dec 2012)
    • CF7 Sole Trader (23 Jul 2004 to 31 Jan 2007)
    • CF8 Apportionment and Oversight (23 Jul 2004 to 31 Mar 2009)
    • Responsible for Insurance Mediation (23 Jul 2004 to 17 Dec 2012)
    • CF11 Money Laundering Reporting (23 Jul 2004 to 17 Dec 2012)
    • CF21 Investment Adviser (23 Jul 2004 to 31 Oct 2007)
  • William Henry Lindsay

    IRN WHL00008

    • CF30 Customer (1 Nov 2007 to 30 Mar 2010)
    • CF22 Investment Adviser (Trainee) (23 Jul 2004 to 31 Oct 2007)

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.