Pharon Independent Financial Advisers Limited

• Principal Place of Business

  Lawrence House

  Summer Hill

  Canterbury

  Kent

  CT2 8GT

  UNITED KINGDOM

  Phone

  +4401227819824

  Web

  https://www.pharon.co.uk

• Complaints Contact

  Lawrence House

  Summer Hill

  Harbledown

  Canterbury

  Kent

  CT2 8GT

  UNITED KINGDOM

  Phone

  +4401227819824

• 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

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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.

• Investment Advice (no pensions)

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

• 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 Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Share, Unit

• Insurance Admin

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

• Investment Setup

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

• Holds Your Assets

  For Professional, Retail (Investment), Share, Unit

• Andrew Burdge

  IRN AXB00049

  • CF21 Investment Adviser (8 Jul 2002 to 31 May 2003)
• Andrew David Cairns

  IRN AXC01932

  • CF30 Customer (1 Nov 2007 to 1 Nov 2007)
  • CF22 Investment Adviser (Trainee) (2 Nov 2006 to 31 Oct 2007)
• Andrew Keith O'Shea

  IRN AKO01007

  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF1 Director (1 Nov 2018 to 8 Dec 2019)
• Benjamin Robert Taylor

  IRN BRT01019

  • CF30 Customer (1 Nov 2007 to 3 Aug 2018)
  • CF21 Investment Adviser (1 Dec 2006 to 31 Oct 2007)
• Brian Francis Thompson

  IRN BFT00001

  • CF21 Investment Adviser (1 Dec 2001 to 7 Apr 2006)
• Cherilyn Louise Tilbury

  IRN CXT00283

  • 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)
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 10 Jan 2022)
  • [FCA CF] Functions requiring qualifications (since 10 Jan 2022)
• Craig Peter Beagley

  IRN CPB00006

  • CF21 Investment Adviser (4 Oct 2004 to 10 Jul 2007)
• Daniel Bates Binder

  IRN DXB00992

  • 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
  • [FCA CF] Client dealing (since 3 Jun 2024)
  • [FCA CF] Functions requiring qualifications (since 3 Jun 2024)
• David Garrard

  IRN DXG01296

  • 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 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (26 Oct 2004 to 31 Oct 2007)
• David Kenneth Groves

  IRN DKG01029

  • [FCA CF] Client dealing (6 Jan 2020 to 21 Jan 2022)
  • [FCA CF] Functions requiring qualifications (6 Jan 2020 to 21 Jan 2022)

No changes recorded yet.