Navigate IFA Ltd

• Principal Place of Business

  Studio 3 Strand Studios

  150 Holywood Road

  Belfast

  County Antrim

  BT4 1NY

  UNITED KINGDOM

  Phone

  +442890769769

  Web

  https://www.navigateifa.com

• Complaints Contact

  Studio 3 Strand Studios

  150 Holywood Road

  Belfast

  County Antrim

  BT4 1NY

  UNITED KINGDOM

  Phone

  +442890769769

• P2P Lending Advice

  For Professional, Retail (Investment)

• Pension Transfer Advice

  For 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.
  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For 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

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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

• Equity Release Arranging

  For Customer

• Arranges Investments

  For 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Credit Brokering

• 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”.

• Equity Release Setup

  For Customer

• Mortgage Setup

  For Customer

• Investment Setup

  For 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.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This permission is limited to not carrying out credit repair services

• Darren James Curry

  IRN DJC00142

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 1 Oct 2020)
  • [FCA CF] Client dealing (since 1 Oct 2020)
  • [FCA CF] Manager of certification employee (10 Jan 2022 to 21 Aug 2024)
  • SMF16 Compliance Oversight (11 Aug 2020 to 29 Jan 2024)
  • SMF3 Executive Director (11 Aug 2020 to 11 Dec 2024)
  • Responsible for Insurance Distribution (11 Aug 2020 to 29 Jan 2024)
• Jack Charles Parte

  IRN JXP00743

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 5 Feb 2026)
  • [FCA CF] Client dealing (since 5 Feb 2026)
• Jennifer McNaught

  IRN JXM02810

  • 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] Client dealing (since 25 Jul 2024)
  • [FCA CF] Functions requiring qualifications (since 25 Jul 2024)
• Matthew Samuel Greer

  IRN MXG00387

  • 21. Advising or arranging (bringing about) equity release transactions
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 10 Jan 2022)
  • [FCA CF] Functions requiring qualifications (since 20 Sep 2021)
• Michael Robert Hamill

  IRN MRH00066

  • 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 Oct 2020)
  • [FCA CF] Client dealing (since 1 Oct 2020)
  • SMF3 Executive Director (since 11 Aug 2020)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 11 Aug 2020)
• Paul James McCoubrey

  IRN PJM01308

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 21. Advising or arranging (bringing about) equity release transactions
  • SMF16 Compliance Oversight (since 25 Jan 2024)
  • Responsible for Insurance Distribution (since 25 Jan 2024)
  • [FCA CF] Manager of certification employee (since 10 Jan 2022)
  • [FCA CF] Client dealing (since 1 Oct 2020)
  • [FCA CF] Functions requiring qualifications (since 1 Oct 2020)
  • SMF3 Executive Director (since 11 Aug 2020)
  • Responsibility for MCD Intermediation (since 11 Aug 2020)

No changes recorded yet.