Prudent Planning (Scotland) Limited

Date authorised
2 January 2015
Companies House
SC481922
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    107 Comiston Road
    Edinburgh
    Midlothian
    EH10 6AG
    UNITED KINGDOM
    Phone
    +441314477573
    Web
    https://www.themortgagespecialist.co.uk

  • Complaints Contact

    Kevin Robertson
    107 Comiston Road
    Edinburgh
    Midlothian
    EH10 6AG
    UNITED KINGDOM
    Phone
    +4401314477573

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

    For Commercial, Retail (Non-Investment Insurance)

    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

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • 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.

  • Kevin Alexander Robertson

    IRN KAR00015

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 5 Nov 2020)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • CF10 Compliance Oversight (2 Jan 2015 to 8 Dec 2019)
    • CF1 Director (2 Jan 2015 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (2 Jan 2015 to 11 Dec 2017)
    • CF30 Customer (2 Jan 2015 to 11 Dec 2017)
    • Responsible for Insurance Mediation (2 Jan 2015 to 30 Sep 2018)

Recent activity

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

No changes recorded yet.