PHOENIX FINANCIAL CONSULTANTS LIMITED

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Addresses

The contact details this firm has registered with the FCA.

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
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- · 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 Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Buy-to-Let Start Date
Buy-to-Let Status
Credit Brokering
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, Retail (Non-Investment Insurance), Non-investment insurance contracts

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

Jayar Lewis Blackman
IRN JXB00656
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
Kerry Cecil Courtenay-Robin
IRN KXR00049
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 1 Jul 2021)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2021)
Lynsey Thea Turner
IRN LTT01014
- CF1 Director (AR) (4 May 2012 to 4 May 2012)
MARIA PORTILLO
IRN MXP02725
- CF1 Director (AR) (28 Feb 2018 to 8 Jan 2020)
Malcolm Thomas Scanlon
IRN MTS01091
- CF1 Director (AR) (22 Jul 2022 to 8 Jun 2023)
Matthew Northover
IRN MXN01248
- CF1 Director (AR) (4 Jul 2014 to 24 Aug 2015)
Nicholas Storey
IRN NXS01372
- CF1 Director (AR) (27 Nov 2013 to 6 Jun 2017)
Paul John Bullwright
IRN PJB01467
- CF1 Director (AR) (12 Mar 2014 to 29 Jun 2016)
Paul Stanley Fitton
IRN PSF01027
- SMF3 (AR) Executive Director function (9 Dec 2019 to 12 Mar 2020)
- CF1 Director (AR) (19 Dec 2017 to 8 Dec 2019)
Richard James Butler
IRN RXB02235
- SMF3 (AR) Executive Director function (9 Dec 2019 to 12 Mar 2020)
- CF1 Director (AR) (22 Jan 2018 to 8 Dec 2019)

Smaller firms operating under this firm's FCA authorisation.

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.