PHILIP T ENGLISH INTERNATIONAL FINANCIAL SERVICES LIMITED

• Principal Place of Business

  1B Banbury Office Village

  Noral Way

  Banbury

  Banbury

  Oxfordshire

  OX16 2SB

  UNITED KINGDOM

  Phone

  +4401295660571

  Web

  https://www.philiptenglish.com

• Complaints Contact

  1B Banbury Office Village

  Noral Way

  Banbury

  Oxfordshire

  OX16 2SB

  UNITED KINGDOM

  Phone

  +441295660571

• Buy-to-Let Mortgage Advice

• 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.
  • · 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.

• Equity Release Advice

  For Customer, Home reversion plans

• 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

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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.

• 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.

• Equity Release Arranging

  For Customer, Home reversion plans

• 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

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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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• Debt Advice

  Show 2 limitations Hide limitations

  • · This permission is limited to debt counselling with no debt management activity
  • · Limited to debt counselling which is provided in connection with investment advice and buy-to-let mortgages and second charge mortgage

• Equity Release Setup

  For Customer, Home reversion plans

• 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.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• Alan Robert Craik

  IRN ARC00013

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (3 May 2016 to 8 Dec 2019)
• Andrew James Green

  IRN AJG01280

  • CF30 Customer (21 Oct 2013 to 6 Feb 2016)
• Andrew John Michael Wilkins

  IRN AJW00028

  • CF30 Customer (1 Nov 2007 to 21 Dec 2012)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF1 Director (1 Dec 2001 to 31 Mar 2007)
• Anthony Edward John Phillips

  IRN AEP00003

  • CF30 Customer (1 Nov 2007 to 30 Apr 2010)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Bryan Knight

  IRN BXK00011

  • CF30 Customer (30 Nov 2009 to 12 Nov 2010)
• Christopher David Kirk

  IRN CDK00009

  • CF22 Investment Adviser (Trainee) (1 May 2004 to 9 Nov 2004)
• Christopher John Rex Howard

  IRN CJH01216

  • CF30 Customer (27 Feb 2009 to 14 May 2010)
• Daniel James Wilson-Vaughan

  IRN DJW01277

  • CF22 Investment Adviser (Trainee) (14 Aug 2003 to 29 Apr 2005)
• David Nigel Wearden

  IRN DNW00004

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Apr 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 12 Apr 2024)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (9 Oct 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (21 Mar 2006 to 9 Oct 2007)
• Edward Brian Edgar Gibson

  IRN EBG00002

  • CF21 Investment Adviser (27 Apr 2006 to 3 Jun 2006)
  • CF22 Investment Adviser (Trainee) (1 Sep 2005 to 27 Apr 2006)

No changes recorded yet.