PSA Financial Services Limited

• Principal Place of Business

  P S A House

  3 Rose Way

  Blaby

  Leicester

  Leicestershire

  LE8 4BY

  UNITED KINGDOM

  Phone

  +4401162993000

  Web

  https://www.psafinancial.co.uk

• Complaints Contact

  P S A House

  3 Rose Way

  Blaby

  Leicester

  Leicestershire

  LE8 4BY

  UNITED KINGDOM

  Phone

  +4401162993000

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, 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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  • · 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.
  • · 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.

• Investment Advice (no pensions)

  For Commercial, Professional, 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

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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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, 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

• 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”.

• Consumer Loans

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  • · Limited to lending where no charge (by way of interest or otherwise) is payable by the borrower in connection with the provision of credit under the regulated credit agreement.
  • · Limited to lending that is in connection with the repayment of fees which are only for ongoing services or regular premiums.

• Loan Servicing

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, 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

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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.

• Credit Score Services

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  • · This permission is limited to not carrying out credit repair services

• Adrian Clive Langley

  IRN ACL00014

  • [FCA CF] Client dealing (9 Dec 2019 to 12 Dec 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Dec 2022)
  • CF30 Customer (13 Feb 2008 to 8 Dec 2019)
• Alan Leslie Marsden

  IRN ALM00004

  • CF30 Customer (1 Nov 2007 to 5 Jun 2008)
  • CF21 Investment Adviser (11 Sep 2007 to 31 Oct 2007)
• Alexander Martin Glenn

  IRN AMG01265

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (23 Feb 2017 to 8 Dec 2019)
• Calum William Mackenzie-Yang

  IRN CXM01292

  • 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)
  • [FCA CF] Client dealing (since 12 Mar 2025)
  • [FCA CF] Functions requiring qualifications (since 12 Mar 2025)
• Catronia Anne Sheen

  IRN CAS00020

  • [FCA CF] Manager of certification employee (since 16 Nov 2020)
  • [FCA CF] Functions requiring qualifications (16 Nov 2020 to 17 Nov 2020)
• Christopher James Smith

  IRN CJS00091

  • CF30 Customer (19 Mar 2009 to 17 Dec 2012)
• Colin Reid

  IRN CXR00111

  • [FCA CF] Functions requiring qualifications (8 Dec 2020 to 9 Dec 2020)
  • [FCA CF] Manager of certification employee (8 Dec 2020 to 25 Jul 2024)
• Damian Jon Alec Mitchell

  IRN DJM00198

  • CF30 Customer (1 Nov 2007 to 11 Sep 2013)
  • CF21 Investment Adviser (28 Feb 2005 to 31 Oct 2007)
• Daniel James Wootton

  IRN DXW00832

  • 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
  • [FCA CF] Functions requiring qualifications (since 12 Jan 2026)
  • [FCA CF] Client dealing (since 12 Jan 2026)
• Daniel Paul Smith

  IRN DPS01168

  • 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
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (14 Mar 2016 to 8 Dec 2019)

• Andrew Ford Financial Services Ltd (no longer appointed)

  FRN 497535 · Appointed 10 Mar 2009 · Until 3 Jan 2013

• Lawson-West Financial Services Ltd (no longer appointed)

  FRN 448992 · Appointed 8 Mar 2006 · Until 3 Jan 2013

No changes recorded yet.