MULBERRY INDEPENDENT FINANCIAL ADVISERS LIMITED

• Principal Place of Business

  AFH House

  Buntsford Drive

  Stoke Heath

  Bromsgrove

  Worcestershire

  B60 4JE

  UNITED KINGDOM

  Phone

  +4401527577775

• Complaints Contact

  AFH House

  Buntsford Drive

  Stoke Heath

  Bromsgrove

  B60 4JE

  UNITED KINGDOM

  Phone

  +4401527577775

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Insurance Admin

  For Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Negotiation

  Show 1 limitation Hide limitations

  • · This permission is limited to debt adjusting which is provided in connection with the whole or partial settlement of credit agreements in relation to the sale of goods.

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling which is provided in connection with the whole or partial settlement of credit agreements in relation to the sale of goods.

• Islamic Mortgage Setup

  For Customer, Home purchase plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, 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.

• Basic Pension Advice

  For Retail (Investment), Stakeholder products

• Miles Benjamin Wyatt

  IRN MBW01066

  • CF30 Customer (8 Oct 2019 to 8 Dec 2019)
• Sarah Pearson

  IRN SXP02245

  • SMF3 Executive Director (9 Dec 2019 to 9 Dec 2019)
  • CF1 Director (30 Aug 2017 to 8 Dec 2019)
  • CF30 Customer (30 Jan 2015 to 8 Dec 2019)
• Simon John Allen

  IRN SJA00023

  • [FCA CF] Functions requiring qualifications (26 Oct 2020 to 1 Apr 2022)
  • SMF3 Executive Director (9 Dec 2019 to 9 Dec 2019)
  • Responsible for Insurance Distribution (1 Oct 2018 to 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • Responsible for Insurance Mediation (2 Jan 2007 to 30 Sep 2018)
  • CF21 Investment Adviser (2 Jan 2007 to 31 Oct 2007)
  • CF1 Director (2 Jan 2007 to 8 Dec 2019)
  • CF24 Pension Transfer Specialist (2 Jan 2007 to 31 Oct 2007)
• Stephen Charles Heathcote

  IRN SCH01096

  • CF30 Customer (1 Nov 2007 to 3 Aug 2009)
  • CF21 Investment Adviser (2 Jan 2007 to 31 Oct 2007)
• Tiffany Chambers

  IRN TXC13788

  • [FCA CF] Functions requiring qualifications (26 Oct 2020 to 25 Feb 2022)
  • CF30 Customer (12 Apr 2019 to 8 Dec 2019)

No changes recorded yet.