Pi Financial Ltd

• 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

• 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 Hide 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 Hide 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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 Hide 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · 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 Hide 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.

• Linda Maria Pick

  IRN LMP00006

  • CF30 Customer (1 Nov 2007 to 12 Dec 2011)
  • CF21 Investment Adviser (15 Aug 2005 to 31 Oct 2007)
• Lucy Eloise Jones

  IRN LEJ01012

  • 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)
  • 9A. Advising on P2P agreements
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 Apr 2021 to 19 Jul 2024)
  • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2019)
  • CF1 Director (11 Oct 2016 to 25 May 2018)
• Lucy Towey

  IRN LXT17764

  • CF30 Customer (1 Oct 2019 to 8 Dec 2019)
• Lynn Barbara Wood

  IRN LBW00001

  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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
  • [FCA CF] Client dealing (since 5 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 2 Dec 2024)
• Marcelo Rodrigues

  IRN MXR18851

  • [FCA CF] Client dealing (9 Dec 2019 to 12 Feb 2021)
  • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 12 Feb 2021)
  • CF30 Customer (21 Aug 2019 to 12 Feb 2021)
• Margaret Anne Howard Chavasse

  IRN MAC00122

  • CF30 Customer (1 Nov 2007 to 4 Oct 2010)
  • CF21 Investment Adviser (21 Oct 2003 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 21 Oct 2003)
• Margaret Mulvey

  IRN MXM00492

  • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Aug 2023)
• Mark Alan Chapman

  IRN MAC01281

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Oct 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 18 Oct 2022)
  • CF1 Director (AR) (2 Feb 2018 to 18 Oct 2022)
  • CF30 Customer (8 Dec 2017 to 18 Oct 2022)
• Mark Atkinson

  IRN MTA00006

  • CF21 Investment Adviser (1 Dec 2001 to 1 Nov 2005)
• Mark Burns

  IRN MXB00296

  • 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 (19 Apr 2017 to 8 Dec 2019)

• P.J.C. Financial Services (no longer appointed)

  FRN 210672 · Appointed 26 Mar 2002 · Until 18 Feb 2004

No changes recorded yet.