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.

Robert Carl Michael Watts
IRN RCW01110
- CF4 Partner (AR) (27 Feb 2014 to 19 Nov 2014)
Serap Esme
IRN SXE01297
- CF1 Director (AR) (20 Nov 2012 to 27 Sep 2013)

Smaller firms operating under this firm's FCA authorisation.

Daniel Lancey (no longer appointed)
FRN 1025519 · Appointed 24 Jan 2025 · Until 10 Nov 2025
Woody's Building Services Limited (no longer appointed)
FRN 810967 · Appointed 24 Jan 2025 · Until 4 Aug 2025
SAMSO LIMITED (no longer appointed)
FRN 1003324 · Appointed 23 Jan 2025 · Until 8 Oct 2025
JRA Plumbing and Heating Ltd (no longer appointed)
FRN 1026030 · Appointed 22 Jan 2025 · Until 15 Dec 2025
Renovaserve Ltd (no longer appointed)
FRN 1025539 · Appointed 22 Jan 2025 · Until 3 Dec 2025
RS Kitchens Design Studio Ltd (no longer appointed)
FRN 1025526 · Appointed 22 Jan 2025 · Until 16 Oct 2025
Genesis Electrics Limited (no longer appointed)
FRN 1026046 · Appointed 22 Jan 2025 · Until 2 Mar 2026
AJR Sales Ltd (no longer appointed)
FRN 1025350 · Appointed 17 Jan 2025 · Until 10 Feb 2025
Clear Sky Energy Limited (no longer appointed)
FRN 1025365 · Appointed 17 Jan 2025 · Until 26 Mar 2026
Jake Dailly (no longer appointed)
FRN 1025109 · Appointed 9 Jan 2025 · Until 20 Apr 2026

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.