P10 FINANCIAL LTD

• Principal Place of Business

  Egerton House

  68 Baker Street

  Weybridge

  KT13 8AL

  UNITED KINGDOM

  Phone

  +442088914422

  Web

  https://www.p10financial.com

• Complaints Contact

  Egerton House

  68 Baker Street

  Weybridge

  KT13 8AL

  UNITED KINGDOM

  Phone

  +442088914422

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Investment Advice (no pensions)

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

• 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.

• Arranges Investments

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

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Christopher Leslie David Treadwell

  IRN CXT00236

  • [FCA CF] Functions requiring qualifications (11 Jun 2021 to 8 Aug 2024)
• Daniel Josef Hill

  IRN DXH00907

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • [FCA CF] Functions requiring qualifications (since 25 Mar 2025)
• Darani Ganesharajah

  IRN DXG00311

  • [FCA CF] Functions requiring qualifications (15 Nov 2021 to 27 Aug 2024)
• Francisco Jose Mesa Baya

  IRN FJM01087

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF1 Director (11 Sep 2019 to 8 Dec 2019)
• Jack Grey

  IRN JXG00638

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 5 May 2023)
• James McGregor

  IRN JXM03565

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 11 Sep 2019)
  • Responsibility for MCD Intermediation (since 11 Sep 2019)
  • CF1 Director (11 Sep 2019 to 8 Dec 2019)
  • CF10 Compliance Oversight (11 Sep 2019 to 8 Dec 2019)
• Joanna Payne

  IRN JXP00534

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 15 Nov 2021)
• Kevin Joseph Duffin

  IRN KXD00185

  • [FCA CF] Functions requiring qualifications (17 Nov 2021 to 5 May 2022)
• Lucy Steward

  IRN LXS01773

  • SMF3 Executive Director (9 Dec 2019 to 30 Mar 2021)
  • CF1 Director (11 Sep 2019 to 8 Dec 2019)
• Scott James Roy West

  IRN SXW00484

  • [FCA CF] Functions requiring qualifications (17 Nov 2021 to 5 May 2022)

No changes recorded yet.