Milsted Langdon Financial Services Limited

• 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

• 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

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  • · 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

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  • · 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

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  • · 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

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  • · 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

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  • · 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 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.

• Ian Simon Harding

  IRN ISH00001

  • CF30 Customer (2 Nov 2009 to 8 Feb 2011)
• James Michael Hughes

  IRN JMH01272

  • CF30 Customer (27 Feb 2018 to 8 Dec 2019)
• Janet Elizabeth Joan Oates

  IRN JEO00010

  • CF22 Investment Adviser (Trainee) (19 Jan 2006 to 27 Oct 2006)
• John Christopher Bayfield

  IRN JCB01181

  • CF22 Investment Adviser (Trainee) (6 Dec 2002 to 17 Apr 2003)
• John Griffith Scott

  IRN JXS08053

  • 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)
  • [FCA CF] Functions requiring qualifications (since 1 Apr 2024)
  • [FCA CF] Client dealing (since 1 Apr 2024)
• Joseph Louis Matheson Seviour

  IRN JXS73741

  • [FCA CF] Client dealing (1 Jan 2024 to 28 Feb 2026)
  • [FCA CF] Functions requiring qualifications (1 Jan 2024 to 28 Feb 2026)
• Joshua Lewis

  IRN JXL01850

  • CF30 Customer (2 Jan 2013 to 7 May 2014)
• Julie Eva

  IRN JAE01028

  • CF30 Customer (3 Apr 2008 to 19 Feb 2010)
• Kevin Paul Wood

  IRN KPW01025

  • CF30 Customer (16 Dec 2015 to 20 Jun 2016)
• Kevin Rowntree

  IRN KXR00064

  • CF30 Customer (since 22 Feb 2016)

• Financial Planning For Professionals Limited

  FRN 523366 · Appointed 4 May 2010

• Consular Financial Planning Limited (no longer appointed)

  FRN 521007 · Appointed 23 Mar 2010 · Until 12 Jun 2024

No changes recorded yet.