Plantech Independent Limited

• Principal Place of Business

  Woodwells

  52 Elmham Road

  Beetley

  Dereham

  Norfolk

  NR20 4BW

  UNITED KINGDOM

  Phone

  +4401362869057

  Web

  https://www.plantech.co.uk

• Complaints Contact

  Woodwells

  52 Elmham Road

  Beetley

  Dereham

  Norfolk

  NR20 4BW

  UNITED KINGDOM

  Phone

  +4401362869057

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

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

• 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 other 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 interest in investments (contractually based investment) is limited to the other investment 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

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

• 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 other investment types granted for this activity

• Basic Pension Advice

  For Retail (Investment), Stakeholder products

• Christopher Hewson

  IRN CXH00453

  • SMF3 Executive Director (9 Feb 2024 to 9 Feb 2024)
• Daniel Bayfield

  IRN DXB00900

  • 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 12 May 2025)
  • [FCA CF] Functions requiring qualifications (since 12 May 2025)
• Daniel Mark Cashley

  IRN DMC00042

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Aug 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 18 Aug 2022)
  • CF30 Customer (3 Jan 2012 to 8 Dec 2019)
• David Andrew Hewson

  IRN DAH00051

  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (since 4 May 2016)
  • CF10 Compliance Oversight (15 Oct 2012 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (15 Oct 2012 to 8 Dec 2019)
  • Responsible for Insurance Mediation (3 Oct 2012 to 30 Sep 2018)
  • CF1 Director (3 Jan 2012 to 8 Dec 2019)
• Derek Robert Forsyth Barnes

  IRN DRB01170

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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] Functions requiring qualifications (since 16 Oct 2024)
  • [FCA CF] Client dealing (since 16 Oct 2024)
• Frank Robert Sheppard

  IRN FRS00001

  • 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] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (6 Sep 2019 to 8 Dec 2019)
• Frederick Robin Joseph Hartman

  IRN FXH00033

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • CF4 Partner (AR) (since 2 Mar 2025)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Geoffrey Roy Lipscombe

  IRN GRL00013

  • CF30 Customer (1 Nov 2007 to 19 Aug 2012)
  • Responsible for Insurance Mediation (9 Jan 2006 to 19 Aug 2012)
  • CF8 Apportionment and Oversight (9 Jan 2006 to 31 Mar 2009)
  • CF11 Money Laundering Reporting (9 Jan 2006 to 19 Aug 2012)
  • CF10 Compliance Oversight (9 Jan 2006 to 19 Aug 2012)
  • CF1 Director (9 Jan 2006 to 19 Aug 2012)
  • CF21 Investment Adviser (9 Jan 2006 to 31 Oct 2007)
• Jinette Karon Arthurs

  IRN JXA00277

  • 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 26 May 2021)
• Kathryn Elizabeth Louise Hewson

  IRN KEH01066

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (11 Aug 2015 to 8 Dec 2019)

• Focused Mortgage & Protection Solutions LLP

  FRN 827519 · Appointed 1 Dec 2018

• Frederick Hartman (no longer appointed)

  FRN 712582 · Appointed 1 Aug 2015 · Until 1 Dec 2018

No changes recorded yet.