Milsted Langdon Financial Services Limited
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Winchester HouseDeane Gate AvenueTauntonSomersetTA1 2UHUNITED KINGDOM- Phone
- +4401823445566
-
Complaints Contact
Winchester HouseDeane Gate AvenueTauntonSomersetTA1 2UHUNITED 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 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.
-
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 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.
-
Authorised to Operate
Show 1 limitation Hide limitations
- · 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 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.
-
Debt Advice
Show 1 limitation Hide limitations
- · 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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Victoria Ellen Ryan
IRN VEW01007
- CF30 Customer (1 Nov 2007 to 23 Jul 2008)
- CF22 Investment Adviser (Trainee) (10 Oct 2007 to 31 Oct 2007)
-
William Kenneth Stretton
IRN WKS01012
- CF30 Customer (1 Aug 2011 to 6 Sep 2013)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
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
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.