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

  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”.

• 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

  Show 1 limitation Hide limitations

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

• Katherine Rose Stallwood

  IRN KRA01025

  • 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 25 Aug 2021)
  • [FCA CF] Client dealing (since 25 Aug 2021)
• Ken Lee

  IRN KXL00001

  • [FCA CF] Functions requiring qualifications (12 Aug 2020 to 19 Feb 2021)
• Kerri Louise Roberts

  IRN KXR00236

  • CF1 Director (AR) (5 Sep 2022 to 3 Mar 2025)
• Kerry Baker

  IRN KXB01576

  • SMF3 Executive Director (9 Dec 2019 to 12 Jan 2024)
  • CF1 Director (1 Sep 2016 to 8 Dec 2019)
• Kerry Cox

  IRN KXG00089

  • [FCA CF] Functions requiring qualifications (23 May 2022 to 10 Oct 2022)
  • Appointed representative dealing with clients for which they require qualification (23 May 2022 to 1 Apr 2025)
• Kevin Michael Orchard

  IRN KMO01009

  • Appointed representative dealing with clients for which they require qualification (1 Dec 2021 to 30 May 2022)
  • CF1 Director (AR) (1 Jun 2020 to 1 Dec 2021)
• Laura Jayne Holliday

  IRN LXH00006

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 19 Dec 2024)
  • [FCA CF] Functions requiring qualifications (24 Aug 2020 to 19 Aug 2022)
• Lee Adams

  IRN LXA00018

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 4 Jun 2020)
• Martin William Tinkler

  IRN MWT01030

  • 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
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 7 Oct 2024)
• Matthew James Davey

  IRN MXD90226

  • [FCA CF] Functions requiring qualifications (22 Jul 2020 to 6 Mar 2026)

• 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.