Newton-Barr Limited

Date authorised
1 April 2013
Companies House
SC173235
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Newton Barr Ltd
    40 Charlotte Square
    Edinburgh
    Edinburgh, City Of
    EH2 4HQ
    UNITED KINGDOM
    Phone
    +4401316247600
    Web
    https://www.newtonbarr.co.uk

  • Complaints Contact

    Newton Barr Ltd
    40 Charlotte Square
    Edinburgh
    Edinburgh, City Of
    EH2 4HQ
    UNITED KINGDOM
    Phone
    +441316247600

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, Stakeholder pension scheme, Unit

    Show 2 limitations
    • · 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.
    • · 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
    • · This permission is limited to debt counselling with no debt management activity

  • 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.

  • John Duncan Graham

    IRN JDG00006

    • CF21 Investment Adviser (14 Jan 2005 to 29 Dec 2006)
  • John Eddie

    IRN JXE00032

    • CF1 Director (14 Jan 2005 to 1 Jul 2007)
    • CF21 Investment Adviser (14 Jan 2005 to 1 Jul 2007)
  • Jonathan McGlynn

    IRN JXM00023

    • CF21 Investment Adviser (14 Jan 2005 to 1 Aug 2006)
  • Julie Ann Margaret McQuatt

    IRN JAM01359

    • CF1 Director (AR) (27 Feb 2008 to 17 Feb 2009)
  • Robert Duffy

    IRN RXD01450

    • CF30 Customer (1 Nov 2007 to 25 Feb 2016)
    • CF22 Investment Adviser (Trainee) (16 Jul 2007 to 31 Oct 2007)
  • Ronald Kenneth Sloan

    IRN RKS01046

    • CF2 Non Executive Director (14 Jan 2005 to 30 Sep 2006)
  • Scott Campbell Chambers

    IRN SCC00025

    • CF30 Customer (11 Jan 2011 to 11 Dec 2017)
    • CF21 Investment Adviser (14 Jan 2005 to 8 Jun 2005)
  • Steven Eddie

    IRN SXE01211

    • CF21 Investment Adviser (18 May 2007 to 1 Jul 2007)
    • CF22 Investment Adviser (Trainee) (11 May 2005 to 18 May 2007)
  • Steven Martin

    IRN SXM00220

    • CF22 Investment Adviser (Trainee) (25 Nov 2005 to 1 Jul 2007)
  • Thomas Ormiston

    IRN TXO00014

    • CF30 Customer (1 Nov 2007 to 20 Dec 2012)
    • CF21 Investment Adviser (14 Jan 2005 to 31 Oct 2007)

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.