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.

• Martin Rodney Booth

  IRN MXB00088

  • CF30 Customer (8 Dec 2010 to 7 Oct 2011)
• Matthew Edwin Thomas Westlake

  IRN MEW00025

  • CF30 Customer (1 Nov 2007 to 31 Jul 2010)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Michelle Leah Epstein

  IRN MXE00315

  • [FCA CF] Functions requiring qualifications (2 Jun 2025 to 31 Oct 2025)
  • [FCA CF] Client dealing (2 Jun 2025 to 31 Oct 2025)
• Michelle Tracy Dyer

  IRN MTD00008

  • CF30 Customer (1 Apr 2009 to 31 Jul 2009)
• Neville Scott Johns

  IRN NSJ00005

  • CF30 Customer (1 Nov 2007 to 31 Jul 2009)
  • CF21 Investment Adviser (1 Feb 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (27 Feb 2006 to 1 Feb 2007)
• Nigel John Fraser Sueter

  IRN NJS00016

  • CF30 Customer (1 Nov 2007 to 31 Jan 2008)
  • CF22 Investment Adviser (Trainee) (5 Sep 2006 to 31 Oct 2007)
• Paul Antony Crump

  IRN PXC00116

  • CF22 Investment Adviser (Trainee) (17 Mar 2005 to 13 Mar 2007)
• Paul Raymond Winder

  IRN PRW00044

  • CF1 Director (AR) (29 Mar 2017 to 8 Jul 2021)
• Peter John Fairclough

  IRN PJF00001

  • CF22 Investment Adviser (Trainee) (22 Jul 2004 to 21 Jan 2005)
• Philippa Sarah Wishart Cowan

  IRN PSC01065

  • CF30 Customer (15 Dec 2008 to 1 Jul 2011)

• 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.