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.

  • Keith Arthur Wrightson

    IRN KAW00008

    • SMF3 Executive Director (9 Dec 2019 to 26 Feb 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 26 Feb 2021)
    • SMF16 Compliance Oversight (9 Dec 2019 to 26 Feb 2021)
    • Responsible for Insurance Distribution (1 Oct 2018 to 26 Feb 2021)
    • Responsibility for MCD Intermediation (18 Nov 2016 to 26 Feb 2021)
    • Responsible for Insurance Mediation (4 Jan 2010 to 30 Sep 2018)
    • CF30 Customer (4 Jan 2010 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (4 Jan 2010 to 8 Dec 2019)
    • CF10 Compliance Oversight (4 Jan 2010 to 8 Dec 2019)
    • CF1 Director (4 Jan 2010 to 8 Dec 2019)
  • Kenneth George Chennells

    IRN KGC00009

    • CF30 Customer (1 Oct 2010 to 1 Jan 2018)
  • Kenneth John Burfitt

    IRN KJB01107

    • CF30 Customer (17 Nov 2017 to 8 Dec 2019)
  • Laura Benham

    IRN LXB00586

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Director of firm who is not a certification employee or a SMF manager (since 26 Jun 2023)
    • Appointed representative dealing with clients for which they require qualification (since 26 Jun 2023)
    • [FCA CF] Functions requiring qualifications (26 Jun 2023 to 27 Nov 2025)
  • Lee Perry

    IRN LXP01162

    • CF30 Customer (17 Feb 2013 to 10 Jul 2013)
  • Philip Andrew Wort

    IRN PAW01138

    • CF1 Director (AR) (20 Oct 2015 to 2 Jan 2019)
    • CF30 Customer (1 Oct 2010 to 2 Jan 2019)
  • Philip Ronald Kline

    IRN PRK00016

    • Responsibility for MCD Intermediation (11 Aug 2021 to 8 Nov 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (11 Aug 2021 to 8 Nov 2022)
    • SMF16 Compliance Oversight (11 Aug 2021 to 8 Nov 2022)
    • Responsible for Insurance Distribution (11 Aug 2021 to 8 Nov 2022)
  • Richard David Gill

    IRN RDG00027

    • CF30 Customer (14 Jan 2015 to 19 Jan 2015)
    • CF4 Partner (AR) (14 Jan 2015 to 31 Aug 2015)
  • Robert David Martin Gray

    IRN RDG01090

    • 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 12 May 2014)
    • CF30 Customer (since 11 Jan 2013)
  • Robert Peter Bracher

    IRN RPB00001

    • CF30 Customer (1 Oct 2010 to 31 Dec 2012)
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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.

No changes recorded yet.