Port Financial Services Ltd

Date authorised
5 January 2021
Companies House
12558466
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    26 Market Place
    Swaffham
    PE37 7QH
    UNITED KINGDOM
    Phone
    +4407950543552
    Web
    https://portfs.com

  • Complaints Contact

    26 Market Place
    Swaffham
    PE37 7QH
    UNITED KINGDOM
    Phone
    +4407950543552

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

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • 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, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Amy Laura Bray

    IRN AXB00405

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 28 Apr 2021)
    • [FCA CF] Functions requiring qualifications (since 28 Apr 2021)
  • Fan Jiang

    IRN FXJ19132

    • [FCA CF] Functions requiring qualifications (9 Mar 2021 to 10 Mar 2021)
    • [FCA CF] Client dealing (9 Mar 2021 to 10 Mar 2021)
  • Helen Lennie

    IRN HXL15196

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Significant management (since 5 Jan 2021)
    • [FCA CF] Functions requiring qualifications (since 5 Jan 2021)
    • [FCA CF] Manager of certification employee (since 5 Jan 2021)
    • Responsibility for MCD Intermediation (since 5 Jan 2021)
    • Responsible for Insurance Distribution (since 5 Jan 2021)
    • SMF16 Compliance Oversight (since 5 Jan 2021)
    • SMF3 Executive Director (since 5 Jan 2021)
    • [FCA CF] Client dealing (since 5 Jan 2021)

Recent activity

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

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