Primavera Financial Partners LLP

• Principal Place of Business

  87a High Street

  Wanstead

  London

  E11 2AE

  UNITED KINGDOM

  Phone

  +4402085329652

  Web

  https://www.primaverafp.com

• Complaints Contact

  87a High Street

  Wanstead

  London

  E11 2AE

  UNITED KINGDOM

  Phone

  +4402085329652

• 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, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  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.

• 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

• Insurance Admin

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

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is 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.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This permission is limited to not carrying out credit repair services

• Carole Vivienne McClelland

  IRN CVM01011

  • SMF27 Partner (since 9 Dec 2019)
  • CF4 Partner (1 Oct 2011 to 8 Dec 2019)
• David Edward Goose

  IRN DEG00003

  • CF8 Apportionment and Oversight (2 Jan 2007 to 14 Oct 2008)
  • CF4 Partner (2 Jan 2007 to 14 Oct 2008)
• Gerry Caley

  IRN GXC00071

  • CF30 Customer (1 Nov 2007 to 30 Dec 2011)
  • CF4 Partner (2 Jan 2007 to 30 Dec 2011)
  • CF21 Investment Adviser (2 Jan 2007 to 31 Oct 2007)
  • CF11 Money Laundering Reporting (2 Jan 2007 to 30 Dec 2011)
  • CF10 Compliance Oversight (2 Jan 2007 to 30 Dec 2011)
  • CF8 Apportionment and Oversight (2 Jan 2007 to 31 Mar 2009)
• Patrick McClelland

  IRN PXM00060

  • 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)
  • 11. Pension transfer specialist
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • SMF27 Partner (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (since 7 Sep 2016)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (2 Jan 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (2 Jan 2007 to 31 Oct 2007)
  • CF4 Partner (2 Jan 2007 to 8 Dec 2019)
  • CF8 Apportionment and Oversight (2 Jan 2007 to 31 Mar 2009)
  • Responsible for Insurance Mediation (2 Jan 2007 to 30 Sep 2018)
  • CF10 Compliance Oversight (2 Jan 2007 to 8 Dec 2019)

• Covercheck Ltd (no longer appointed)

  FRN 475721 · Appointed 10 Jan 2008 · Until 3 Mar 2009

No changes recorded yet.