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.

  • Sharon Anne Fuller

    IRN SAF01139

    • CF30 Customer (4 Oct 2013 to 24 Nov 2014)
  • Simon John Milsted

    IRN SJM01308

    • CF1 Director (8 Feb 2002 to 3 Jan 2006)
  • Simon John Verrechia

    IRN SJV00001

    • 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 9 Jan 2026)
    • [FCA CF] Client dealing (since 9 Jan 2026)
    • SMF16 Compliance Oversight (since 7 Jul 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 7 Jul 2025)
    • SMF3 Executive Director (since 7 Jul 2025)
    • CF1 Director (AR) (since 30 Jun 2025)
    • CF22 Investment Adviser (Trainee) (24 Nov 2003 to 25 Mar 2004)
  • Simon Paul Reeve

    IRN SPR01055

    • SMF16 Compliance Oversight (3 Apr 2024 to 10 Mar 2025)
    • [FCA CF] Functions requiring qualifications (15 Oct 2020 to 10 Mar 2025)
    • [FCA CF] Client dealing (15 Oct 2020 to 10 Mar 2025)
  • Simon Richards

    IRN SXR00003

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 10. Broker fund adviser
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 24 Jan 2024)
    • [FCA CF] Client dealing (since 30 Nov 2023)
  • Sonja Selby

    IRN SXS02430

    • CF30 Customer (3 Nov 2010 to 8 May 2025)
  • Stephen Paul Horton

    IRN SPH00050

    • SMF16 Compliance Oversight (9 Dec 2019 to 8 Apr 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 8 Apr 2024)
    • SMF3 Executive Director (9 Dec 2019 to 8 Apr 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 12 Jun 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Jun 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 8 Apr 2024)
    • CF1 Director (AR) (26 Jul 2010 to 8 Apr 2024)
    • CF30 Customer (1 Nov 2007 to 4 Jun 2024)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF1 Director (1 Dec 2001 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 Dec 2001 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
  • Terence Andrew Warren

    IRN TAW00002

    • CF21 Investment Adviser (1 Dec 2001 to 4 Mar 2002)
  • Timothy Alexander Close

    IRN TAC01069

    • CF1 Director (AR) (26 Jul 2010 to 29 Nov 2019)
    • CF1 Director (30 Sep 2005 to 29 Nov 2019)
  • Tyrone Joseph Bell

    IRN TJB00027

    • CF30 Customer (1 Nov 2007 to 19 May 2011)
    • CF22 Investment Adviser (Trainee) (26 Feb 2007 to 31 Oct 2007)
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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.