Priscum Limited

Date authorised
1 April 2013
Companies House
02815490
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    A1 Marston Hall Industrial Estate
    Marston Jabbett
    Bedworth
    Warwickshire
    CV12 9SN
    UNITED KINGDOM
    Phone
    +4401600483600
    Web
    https://www.priscum.com

  • Complaints Contact

    A1 Marston Hall Industrial Estate
    Marston Jabbett
    Bedworth
    Warwickshire
    CV12 9SN
    UNITED KINGDOM
    Phone
    +441600483600

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Admin

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Pension Transfer Advice

    For 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 2 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.
    • · 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.

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, 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.

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, 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

    Show 1 limitation
    • · The firm may not broker credit for the purpose of increasing the funds available for investment

  • Debt Negotiation

    Show 2 limitations
    • · Limited to debt adjusting excluding the conclusion or administration of 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”.
    • · This permission is limited to debt adjusting which is provided in connection with investment advice or buy-to-let mortgages or bridging finance or business finance

  • Debt Advice

    Show 2 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”.
    • · This permission is limited to debt counselling which is provided in connection with investment advice or home financial advice or buy-to-let mortgages or bridging finance or business finance

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, 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.

  • Alexander Wrightson

    IRN AXW02242

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Jan 2023)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (23 Aug 2016 to 8 Dec 2019)
  • Charles Peter Griffiths

    IRN CPG00005

    • CF30 Customer (7 Jan 2011 to 31 Dec 2011)
    • CF1 Director (AR) (7 Jan 2011 to 31 Dec 2011)
  • Dane James Halling

    IRN DJH01335

    • 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)
    • CF4 Partner (AR) (since 21 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 22 Mar 2012)
    • CF1 Director (AR) (22 Mar 2012 to 26 Nov 2025)
  • David Nigel Pavier

    IRN DNP01027

    • CF30 Customer (1 Oct 2010 to 2 Jan 2019)
  • Diane Louise Davies

    IRN DLD01035

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2024)
    • CF30 Customer (28 Feb 2013 to 31 Jul 2024)
  • Ian McRobert Martin Gray

    IRN IMG00005

    • CF1 Director (AR) (20 Mar 2012 to 2 Sep 2022)
    • CF30 Customer (20 Mar 2012 to 28 Jan 2013)
  • Jacques Bernard Evans Lebon

    IRN JBL01036

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 24 Jul 2012)
    • CF30 Customer (since 24 Jul 2012)
  • Jennifer SUSAN Griffiths

    IRN JSG01099

    • 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
    • CF1 Director (AR) (since 20 May 2024)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 6 Jan 2011)
  • Jonathan Lea Kirby

    IRN JLK00015

    • CF30 Customer (13 Jan 2015 to 31 Aug 2015)
  • Katherine Rose Stallwood

    IRN KRA01025

    • CF30 Customer (1 Jun 2013 to 7 May 2014)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

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