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

  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

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

• Eamonn Francis Watson

  IRN EFW00002

  • CF21 Investment Adviser (4 Aug 2006 to 26 Feb 2007)
  • CF22 Investment Adviser (Trainee) (3 Aug 2004 to 4 Aug 2006)
• Elliot James Kaloa Conteh

  IRN EXC00070

  • 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 2 Dec 2020)
  • [FCA CF] Functions requiring qualifications (since 2 Dec 2020)
• Ethan Benjamin Griffiths

  IRN EXG00229

  • 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] Functions requiring qualifications (since 28 Nov 2023)
  • [FCA CF] Client dealing (since 28 Nov 2023)
• Gary Leslie Evans

  IRN GLE00001

  • CF30 Customer (16 Apr 2009 to 27 Jun 2011)
• Gary Nicholas Yeates

  IRN GNY01004

  • CF24 Pension Transfer Specialist (20 Jan 2005 to 15 Jan 2007)
  • CF21 Investment Adviser (20 Jan 2005 to 15 Jan 2007)
• Geoffrey Peter Simmons

  IRN GPS00008

  • CF21 Investment Adviser (3 Aug 2004 to 31 Mar 2005)
• George Frederick William Smith

  IRN GXS00137

  • 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 2 Dec 2020)
  • [FCA CF] Client dealing (since 2 Dec 2020)
• Glen Coleman

  IRN GXC00121

  • 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] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
• Graeme Barnes

  IRN CXB00010

  • CF21 Investment Adviser (3 Aug 2004 to 12 Feb 2007)
• Harley George Barnes

  IRN HXB00464

  • 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 15 Apr 2026)
  • [FCA CF] Client dealing (since 15 Apr 2026)

• 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.