PROTECTION & INVESTMENT LIMITED

• Principal Place of Business

  Chandlers House

  Ganders Business Park

  Kingsley

  Bordon

  Hampshire

  GU35 9LU

  UNITED KINGDOM

  Phone

  +441420470241

  Web

  https://www.pil.uk.com

• Complaints Contact

  Chandlers House

  Ganders Business Park

  Kingsley

  Bordon

  Hampshire

  GU35 9LU

  UNITED KINGDOM

  Phone

  +441420470241

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance)

• 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

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  • · 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: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.

• 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

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  For Retail (Investment)

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  • · 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 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

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  • · 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, 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

• Alan David Goodman

  IRN ADG00007

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2023)
  • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
  • CF21 Investment Adviser (2 Jul 2003 to 31 Oct 2007)
• Andrew Coombs

  IRN AXC02143

  • CF30 Customer (2 Jun 2009 to 30 Nov 2009)
• Andrew John Miles

  IRN AJM01417

  • 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)
  • 9A. Advising on P2P agreements
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (2 Jul 2003 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (2 Jul 2003 to 31 Oct 2007)
• Ann Thomas Bell

  IRN AXT00019

  • CF21 Investment Adviser (2 Jul 2003 to 30 Jun 2006)
• Anthony Charles Wheeler

  IRN ACW01109

  • CF1 Director (2 Jul 2003 to 28 Feb 2010)
• Barry Richards

  IRN BXR01131

  • CF30 Customer (1 Nov 2007 to 16 Dec 2009)
  • CF21 Investment Adviser (2 Jul 2003 to 31 Oct 2007)
• Bernard Ian Tutte

  IRN BIT00003

  • CF21 Investment Adviser (2 Jul 2003 to 30 Apr 2004)
• Beryl Irene Carr

  IRN BIC01002

  • CF21 Investment Adviser (2 Jul 2003 to 1 Feb 2005)
• Brian Michael John Brown

  IRN BMB01040

  • CF2 Non Executive Director (2 Jul 2003 to 30 Apr 2011)
• Brian Symonds

  IRN BXS00025

  • CF1 Director (30 Jul 2012 to 19 Nov 2012)
  • CF30 Customer (1 Nov 2007 to 18 Dec 2018)
  • CF21 Investment Adviser (3 Aug 2006 to 31 Oct 2007)

No changes recorded yet.