PHOENIX FINANCIAL CONSULTANTS LIMITED

Date authorised
1 April 2013
Companies House
07436334
Last scraped
10 hours ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit 8
    Abbots Business Park
    Kings Langley
    Hertfordshire
    WD4 8FR
    UNITED KINGDOM
    Phone
    +4401923333256
    Web
    https://www.phoenix-fc.co.uk

  • Complaints Contact

    Phoenix Financial Consultants Ltd
    Unit 8
    Primrose Hill
    Kings Langley
    Hertfordshire
    WD4 8FR
    UNITED KINGDOM
    Phone
    +4403300414857

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

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

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

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

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

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

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · 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, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Jayar Lewis Blackman

    IRN JXB00656

    • (1)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (2)[FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Kerry Cecil Courtenay-Robin

    IRN KXR00049

    • (5)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (6)[FCA CF] Functions requiring qualifications (since 1 Jul 2021)
    • (12)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2021)
  • Lynsey Thea Turner

    IRN LTT01014

    • (4)CF1 Director (AR) (4 May 2012 to 4 May 2012)
  • MARIA PORTILLO

    IRN MXP02725

    • (2)CF1 Director (AR) (28 Feb 2018 to 8 Jan 2020)
  • Malcolm Thomas Scanlon

    IRN MTS01091

    • (8)CF1 Director (AR) (22 Jul 2022 to 8 Jun 2023)
  • Matthew Northover

    IRN MXN01248

    • (21)CF1 Director (AR) (4 Jul 2014 to 24 Aug 2015)
  • Nicholas Storey

    IRN NXS01372

    • (13)CF1 Director (AR) (27 Nov 2013 to 6 Jun 2017)
  • Paul John Bullwright

    IRN PJB01467

    • (6)CF1 Director (AR) (12 Mar 2014 to 29 Jun 2016)
  • Paul Stanley Fitton

    IRN PSF01027

    • (23)SMF3 (AR) Executive Director function (9 Dec 2019 to 12 Mar 2020)
    • (24)CF1 Director (AR) (19 Dec 2017 to 8 Dec 2019)
  • Richard James Butler

    IRN RXB02235

    • (10)SMF3 (AR) Executive Director function (9 Dec 2019 to 12 Mar 2020)
    • (11)CF1 Director (AR) (22 Jan 2018 to 8 Dec 2019)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

  1. permission removed: CBTL Effective Date

  2. permission removed: CBTL Status

  3. trading name added: Assured Electrical Solutions Limited

  4. controlled function added: (15)CF1 Director (AR)

  5. controlled function added: (14)Appointed representative dealing with clients for which they require qualification

  6. controlled function added: (13)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  7. controlled function added: (12)[FCA CF] Functions requiring qualifications

  8. controlled function added: (11)SMF3 Executive Director

  9. controlled function added: (10)SMF16 Compliance Oversight

  10. controlled function added: (9)Responsible for Insurance Distribution

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