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.

• Mark Clement Evans

  IRN MXE00003

  • CF1 Director (AR) (15 Sep 2009 to 25 Aug 2017)
  • CF30 Customer (1 Nov 2007 to 25 Aug 2017)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Mark Knight

  IRN MXK00012

  • CF1 Director (AR) (20 Feb 2014 to 27 Jan 2022)
  • CF30 Customer (12 Sep 2013 to 20 Nov 2017)
• Martin Baltazar

  IRN MXB00078

  • CF30 Customer (18 Jun 2010 to 28 Dec 2011)
  • CF1 Director (AR) (18 Jun 2010 to 28 Dec 2011)
• Matthew Christopher Hignett

  IRN MCH01148

  • CF30 Customer (20 May 2016 to 25 Aug 2017)
• Matthew David Bosworth

  IRN XBM01002

  • CF1 Director (AR) (25 Sep 2018 to 1 Jul 2019)
• Matthew Green

  IRN MXG74493

  • 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
  • Appointed representative dealing with clients for which they require qualification (since 6 May 2020)
  • [FCA CF] Client dealing (since 6 May 2020)
  • CF30 Customer (since 20 Apr 2020)
• Matthew Harrisson

  IRN MXH01555

  • 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
  • CF1 Director (AR) (since 26 Oct 2021)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 20 Sep 2013)
• Matthew James Finn

  IRN MJF01260

  • CF30 Customer (25 Mar 2010 to 21 Dec 2011)
• Matthew Jonathon Lockley

  IRN MXL00280

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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 23 Apr 2021)
  • [FCA CF] Functions requiring qualifications (since 23 Apr 2021)
• Matthew Robert Vincent

  IRN MXV18275

  • CF30 Customer (11 Jun 2025 to 1 Jul 2025)
  • [FCA CF] Client dealing (11 Jun 2025 to 1 Jul 2025)
  • Appointed representative dealing with clients for which they require qualification (11 Jun 2025 to 1 Jul 2025)

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

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

No changes recorded yet.