Phoenix Financial Solutions Ltd

Date authorised
20 July 2017
Companies House
10570679
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    28 High Street
    Daventry
    Northamptonshire
    NN11 4HU
    UNITED KINGDOM
    Phone
    +447802447584
    Web
    https://www.phoenixfinancialsolutions.co.uk

  • Complaints Contact

    28 High Street
    Daventry
    Northamptonshire
    NN11 4HU
    UNITED KINGDOM
    Phone
    +447802447584

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

  • 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • 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.

  • James Lee Blisset

    IRN JLB01157

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Lloyd Bennett Gohler

    IRN LBG00012

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 20 Jul 2017)
    • Responsible for Insurance Mediation (20 Jul 2017 to 30 Sep 2018)
    • CF1 Director (20 Jul 2017 to 8 Dec 2019)
    • CF10 Compliance Oversight (20 Jul 2017 to 8 Dec 2019)
  • Marcia Lorraine Avis

    IRN MLA01060

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Simon Christopher Davis

    IRN SCD01112

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Mar 2025)
    • SMF3 Executive Director (9 Dec 2019 to 16 Mar 2023)
    • CF1 Director (20 Jul 2017 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.