McKenzie Financial Services Ltd

Date authorised
1 April 2013
Companies House
04800877
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    1 Churchill Way
    Sheffield 35a Business Park
    Chapeltown
    Sheffield
    South Yorkshire
    S35 2PY
    UNITED KINGDOM
    Phone
    +4401143273800
    Web
    https://www.mckenziefinance.co.uk

  • Complaints Contact

    1 Churchill Way
    Sheffield 35a Business Park
    Chapeltown
    Sheffield
    South Yorkshire
    S35 2PY
    UNITED KINGDOM
    Phone
    +4401143273800

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 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 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
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

  • Credit Score Services

Approved individuals

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

  • Brian Lee Boland

    IRN BLB01018

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 3 Feb 2025)
  • Christopher Wyn Davies

    IRN CXD00189

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 16 Mar 2021)
  • Daniel Thomas Lewis

    IRN DXL00170

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 16 Mar 2021)
  • Graeme John Lewis

    IRN GJL01098

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 2 Sep 2024)
  • Mark Richard McAllister Marsh

    IRN MRM00041

    • CF30 Customer (10 May 2010 to 25 Mar 2011)
  • Martin George Hughes

    IRN MXH00426

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 16 Mar 2021)
  • Melanie Pennington

    IRN MXP01609

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 16 Mar 2021)
  • Paul Bryan Moss

    IRN PBM00015

    • [FCA CF] Functions requiring qualifications (16 Mar 2021 to 30 Oct 2023)
  • Roger Mark McKenzie

    IRN RMM00049

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 16 Mar 2021)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • CF11 Money Laundering Reporting (29 Apr 2010 to 29 Mar 2019)
    • CF10 Compliance Oversight (29 Apr 2010 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (14 Nov 2006 to 31 Mar 2009)
    • Responsible for Insurance Mediation (14 Nov 2006 to 30 Sep 2018)
    • CF1 Director (14 Nov 2006 to 8 Dec 2019)
  • Samantha Louise Ryder

    IRN SXR00251

    • [FCA CF] Functions requiring qualifications (16 Mar 2021 to 29 Nov 2024)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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