Oury Clark

• Principal Place of Business

  Herschel House

  58 Herschel Street

  Slough

  Berkshire

  SL1 1PG

  UNITED KINGDOM

  Phone

  +441753551111

  Web

  https://www.ouryclark.com

• Complaints Contact

  Herschel House

  58 Herschel Street

  Slough

  Berkshire

  SL1 1PG

  UNITED KINGDOM

  Phone

  +441753551111

• Buy-to-Let Mortgage Advice

• P2P Lending Advice

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Eligible Counterparty, 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

• Investment Advice (no pensions)

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

• Arranges Investments

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Stockbroking

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Non-investment insurance contracts, Structured Deposits

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

• Aiden Terence Williamson

  IRN ATW01044

  • CF30 Customer (1 Nov 2007 to 31 Dec 2016)
  • CF4 Partner (4 Dec 2006 to 31 Dec 2016)
  • CF23 Corporate Finance Adviser (4 Dec 2006 to 31 Oct 2007)
• Andrew Martyn Thomas

  IRN AMT00033

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • Responsible for Insurance Distribution (since 31 Oct 2022)
  • Responsibility for MCD Intermediation (since 31 Oct 2022)
  • [FCA CF] Manager of certification employee (since 1 Sep 2020)
  • [FCA CF] Functions requiring qualifications (since 1 Sep 2020)
  • [FCA CF] Client dealing (since 1 Sep 2020)
  • SMF27 Partner (since 9 Dec 2019)
  • CF4 Partner (18 Nov 2011 to 8 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (2 Mar 2003 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (2 Mar 2003 to 31 Oct 2007)
• Craig Merrick

  IRN CXM01540

  • CF21 Investment Adviser (1 Jan 2003 to 16 Apr 2004)
• David Henry Chinn

  IRN DHC01019

  • CF4 Partner (5 May 2010 to 31 Mar 2011)
  • CF30 Customer (1 Nov 2007 to 31 Dec 2014)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Derrick Arthur Smith

  IRN DAS01193

  • SMF16 Compliance Oversight (9 Dec 2019 to 21 Oct 2021)
  • SMF27 Partner (9 Dec 2019 to 21 Oct 2021)
  • Responsible for Insurance Distribution (1 Oct 2018 to 21 Oct 2021)
  • Responsibility for MCD Intermediation (21 Mar 2016 to 21 Oct 2021)
  • CF28 Systems and controls (1 Nov 2007 to 8 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF23 Corporate Finance Adviser (31 Aug 2005 to 31 Oct 2007)
  • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • CF10 Compliance Oversight (1 Dec 2001 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Aug 2005)
  • CF13 Finance (1 Dec 2001 to 31 Oct 2007)
  • CF4 Partner (1 Dec 2001 to 8 Dec 2019)
• Dominic Hereward Davey

  IRN DHD01015

  • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2002)
• Emma Crowley

  IRN EXC00186

  • SMF16 Compliance Oversight (since 10 Feb 2022)
• Frederick John Anson Pattenden

  IRN FXP00028

  • 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)
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 7 Mar 2023)
  • [FCA CF] Client dealing (since 7 Mar 2023)
• Ian Friend

  IRN IXF01043

  • CF30 Customer (1 Nov 2007 to 30 Jun 2019)
  • CF23 Corporate Finance Adviser (31 Aug 2005 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Aug 2005)
• Ian Phipps

  IRN IXP00140

  • SMF27 Partner (since 19 Sep 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 19 Sep 2024)

No changes recorded yet.