Proactive Insurance & Mortgage Services Limited

Date authorised
3 January 2017
Companies House
10245985
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    63 High Street
    Stourbridge
    West Midlands
    DY8 1DX
    UNITED KINGDOM
    Phone
    +441384493358
  • Complaints Contact

    63 High Street
    Stourbridge
    West Midlands
    DY8 1DX
    UNITED KINGDOM
    Phone
    +4401384493358

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

  • Credit Brokering

  • 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.

  • Gary John Hackett

    IRN GXH00196

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2020)
  • Graham Keith Clements

    IRN GKC00007

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • [PRA CF] Key function holder (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 3 Jan 2017)
    • CF1 Director (3 Jan 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (3 Jan 2017 to 30 Sep 2018)
  • Lesley Clements

    IRN LXC01811

    • SMF3 Executive Director (9 Dec 2019 to 5 Apr 2025)
    • CF1 Director (3 Jan 2017 to 8 Dec 2019)
  • Robert David Lane

    IRN RXL00177

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2020)

Recent activity

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

No changes recorded yet.