Peritus Private Finance Limited

• Principal Place of Business

  1 Bankside

  The Watermark

  Gateshead

  Tyne and Wear

  NE11 9SY

  UNITED KINGDOM

  Phone

  +4401912305257

  Web

  http://peritusprivatefinance.co.uk

• Complaints Contact

  1 Bankside

  The Watermark

  Gateshead

  Tyne and Wear

  NE11 9SY

  UNITED KINGDOM

  Phone

  +4401912305257

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

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

• Pension Transfer Advice

  For 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

  Show 2 limitations 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.
  • · 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 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 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

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  • · 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 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

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Negotiation

  Show 1 limitation Hide limitations

  • · Limited to debt adjusting excluding the conclusion or administration of 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”.

• Debt Advice

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  • · 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”.

• Mortgage Setup

  For Customer, Regulated mortgage contract

• 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

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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.

• Credit Score Services

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

• Ian Paul Smith

  IRN IPS00008

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • CF30 Customer (since 11 Jul 2022)
  • CF1 Director (AR) (since 11 Jul 2022)
  • Appointed representative dealing with clients for which they require qualification (since 11 Jul 2022)
  • [FCA CF] Client dealing (since 19 Apr 2022)
  • [FCA CF] Functions requiring qualifications (19 Apr 2022 to 11 Jul 2022)
• Jake Baker

  IRN JXB03420

  • [FCA CF] Functions requiring qualifications (28 May 2020 to 5 Feb 2024)
  • SMF3 Executive Director (9 Dec 2019 to 23 Jan 2024)
  • CF1 Director (1 Sep 2016 to 8 Dec 2019)
• James Anthony Jenkins

  IRN JXJ00194

  • CF1 Director (AR) (28 Feb 2022 to 7 Jul 2022)
• James Avery

  IRN JXA81479

  • Appointed representative dealing with clients for which they require qualification (13 Feb 2023 to 30 Aug 2023)
• Jamie Robinson

  IRN JXR00991

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 16 Oct 2025)
• John Paul Ronald Baker

  IRN JPB01243

  • Appointed representative dealing with clients for which they require qualification (8 Oct 2020 to 19 Nov 2021)
  • CF1 Director (AR) (2 Dec 2019 to 19 Nov 2021)
• John Stephen Stewart

  IRN JSS00019

  • 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 28 May 2020)
• Jonathan Alastair Bentley

  IRN JXB87188

  • Appointed representative dealing with clients for which they require qualification (1 Jul 2020 to 1 Apr 2025)
• Jonathan Mark Lane

  IRN JXL84708

  • [FCA CF] Functions requiring qualifications (6 Apr 2020 to 6 Sep 2021)
• Jonathon Robert Urwin

  IRN JXU00005

  • [FCA CF] Functions requiring qualifications (8 Oct 2020 to 10 Sep 2021)

• Howard Williams (no longer appointed)

  FRN 593770 · Appointed 9 Jan 2020 · Until 8 May 2025

• Paul Came (no longer appointed)

  FRN 917638 · Appointed 2 Dec 2019 · Until 24 Sep 2023

• OSL Financial Services Ltd (no longer appointed)

  FRN 494210 · Appointed 6 Nov 2019 · Until 19 Nov 2021

• Walton Robinson Ltd (no longer appointed)

  FRN 472194 · Appointed 16 Jun 2017 · Until 10 Nov 2020

No changes recorded yet.