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

• Katie Louise Hewson

  IRN KXH00151

  • SMF3 Executive Director (since 31 Jan 2024)
• Stuart Jeremy Sutton

  IRN SJS00041

  • 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 Apr 2022)
  • [FCA CF] Functions requiring qualifications (since 4 Apr 2022)

• 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.