Milsted Langdon Financial Services Limited

Date authorised
1 April 2013
Companies House
03953890
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Winchester House
    Deane Gate Avenue
    Taunton
    Somerset
    TA1 2UH
    UNITED KINGDOM
    Phone
    +4401823445566
    Web
    https://www.mlifa.co.uk

  • Complaints Contact

    Winchester House
    Deane Gate Avenue
    Taunton
    Somerset
    TA1 2UH
    UNITED KINGDOM
    Phone
    +4401823445544

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 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.

  • 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
    • · 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”.

  • 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.

  • Christopher Hall

    IRN CJH00046

    • CF30 Customer (15 May 2009 to 28 Feb 2018)
  • Colin Roy Hatswell

    IRN CRH00031

    • CF22 Investment Adviser (Trainee) (14 May 2007 to 5 Oct 2007)
  • Dana Lee Mackie

    IRN DLM01094

    • CF30 Customer (since 8 Feb 2008)
  • Darren Michael Wilson-Baylay

    IRN DMB01126

    • CF30 Customer (2 Jan 2013 to 24 Nov 2014)
  • David Hughes

    IRN DXH00253

    • CF30 Customer (20 Mar 2009 to 27 Apr 2009)
  • David John Satchell

    IRN DJS01445

    • CF1 Director (AR) (27 Aug 2010 to 28 Apr 2021)
  • David Michael Vass

    IRN DMV01019

    • CF30 Customer (2 Feb 2011 to 29 Feb 2012)
  • Dominic Paul Johnson

    IRN DXJ00125

    • 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
    • [FCA CF] Functions requiring qualifications (since 30 Nov 2023)
    • [FCA CF] Client dealing (since 30 Nov 2023)
  • Douglas George Roft

    IRN DGR00021

    • CF22 Investment Adviser (Trainee) (16 May 2002 to 15 Aug 2003)
  • Douglas Malcolm Cook

    IRN DMC00031

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • Appointed representative dealing with clients for which they require qualification (since 10 Oct 2022)
    • CF30 Customer (1 Nov 2011 to 31 Jul 2022)
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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.

No changes recorded yet.