PJG Financial Services Limited

Date authorised
1 April 2013
Companies House
04435416
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    28 St Michaels Road
    Headingley
    Leeds
    West Yorkshire
    LS6 3AW
    UNITED KINGDOM
    Phone
    +4401132399500
    Web
    https://www.pjgfs.com

  • Complaints Contact

    28 St Michaels Road
    Headingley
    Leeds
    West Yorkshire
    LS6 3AW
    UNITED KINGDOM
    Phone
    +4401132399500

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

  • P2P Lending Advice

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

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

    Show 1 limitation
    • · 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.

  • 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.

  • 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

  • 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.

  • Aidan Gilligan

    IRN AXG17392

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • [FCA CF] Client dealing (since 4 Jul 2025)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF1 Director (20 Aug 2019 to 8 Dec 2019)
  • Anthony Kevin Gilligan

    IRN AKG01052

    • 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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 5 Aug 2025)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF1 Director (21 Sep 2013 to 8 Dec 2019)
    • CF30 Customer (7 Jul 2011 to 8 Dec 2019)
  • John Revans

    IRN JXR00061

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Jun 2025)
    • SMF3 Executive Director (9 Dec 2019 to 27 Jun 2025)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF1 Director (26 Oct 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (2 Aug 2004 to 31 Oct 2007)
  • Lynda S Worsley

    IRN LSW01021

    • CF30 Customer (1 Nov 2007 to 14 Nov 2013)
    • CF1 Director (21 Jul 2006 to 14 Nov 2013)
    • CF24 Pension Transfer Specialist (14 Feb 2005 to 31 Oct 2007)
    • CF21 Investment Adviser (28 Jan 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Aug 2004 to 28 Jan 2005)
  • Mark Joseph Homer

    IRN MJH00231

    • CF21 Investment Adviser (2 Aug 2004 to 9 Jul 2005)
    • CF1 Director (2 Aug 2004 to 9 Jul 2005)
    • CF24 Pension Transfer Specialist (2 Aug 2004 to 9 Jul 2005)
  • Melvyn Winburn

    IRN MXW01381

    • CF4 Partner (AR) (1 Mar 2013 to 11 Dec 2014)
  • Patrick Joseph Gilligan

    IRN PJG00027

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 5 Aug 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • CF4 Partner (AR) (14 Mar 2013 to 11 Dec 2014)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (2 Aug 2004 to 31 Mar 2009)
    • CF10 Compliance Oversight (2 Aug 2004 to 8 Dec 2019)
    • CF1 Director (2 Aug 2004 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (2 Aug 2004 to 8 Dec 2019)
    • CF21 Investment Adviser (2 Aug 2004 to 31 Oct 2007)
    • CF3 Chief Executive (2 Aug 2004 to 8 Dec 2019)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.