Pi Financial Ltd

Date authorised
1 April 2013
Companies House
03556277
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Morfe House
    Belle Vue Road
    Shrewsbury
    SY3 7LU
    UNITED KINGDOM
    Phone
    +441743282222
    Web
    http://pifinancial.co.uk

  • Complaints Contact

    Morfe House
    Belle Vue Road
    Shrewsbury
    SY3 7LU
    UNITED KINGDOM
    Phone
    +441743282222

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

  • Financial Mis-Selling Claims

  • Personal Injury Claims

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • 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

    Show 2 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.
    • · 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding the administration of debt management plans. In this limitation debt management plans are 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.

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • 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

    Show 1 limitation
    • · 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.

Approved individuals

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

  • Cathy Greely

    IRN CXG01272

    • 9A. Advising on P2P agreements
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 17 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 17 Apr 2025)
  • Charlene Love

    IRN CXL01747

    • [FCA CF] Client dealing (9 Dec 2019 to 14 Mar 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Mar 2023)
    • CF30 Customer (14 Aug 2018 to 14 Mar 2023)
  • Chirag Devani

    IRN CXD01352

    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Aug 2025)
    • CF1 Director (AR) (14 May 2018 to 8 Aug 2025)
    • CF30 Customer (5 Mar 2018 to 8 Aug 2025)
  • Christine Anne Brearley

    IRN CAB01140

    • [FCA CF] Client dealing (9 Dec 2019 to 20 Dec 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Dec 2023)
    • CF30 Customer (24 Oct 2013 to 20 Dec 2023)
  • Christopher Alan Clark

    IRN CXC00077

    • CF30 Customer (1 Nov 2007 to 26 Sep 2008)
    • CF21 Investment Adviser (21 Oct 2005 to 31 Oct 2007)
  • Christopher Foster

    IRN CXF00018

    • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2019)
    • [FCA CF] Client dealing (9 Dec 2019 to 22 Dec 2021)
    • CF30 Customer (14 Jul 2014 to 8 Dec 2019)
  • Christopher Fulton-Danks

    IRN CAD01146

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 12 Oct 2020)
    • [FCA CF] Client dealing (since 12 Oct 2020)
    • Sole trader dealing with clients for which they require qualification (12 Oct 2020 to 12 Oct 2020)
  • Christopher John Dwyer

    IRN CJD01122

    • CF21 Investment Adviser (23 Aug 2005 to 1 Apr 2006)
    • CF22 Investment Adviser (Trainee) (25 Jun 2004 to 23 Aug 2005)
  • Christopher John Houghton

    IRN CJH00063

    • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2019)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Oct 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2024)
    • CF30 Customer (7 Aug 2019 to 8 Dec 2019)
  • Christopher Leslie Powdrill

    IRN CLP00009

    • CF21 Investment Adviser (1 Dec 2001 to 31 Mar 2003)
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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.

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