PURELY FINANCIAL LIMITED

• Principal Place of Business

  Regus

  Tower Court Business Centre

  Oakdale Road

  York

  YO30 4XL

  UNITED KINGDOM

  Phone

  +441904954110

  Web

  https://purelypensions.co.uk

• Complaints Contact

  Regus

  Tower Court Business Centre

  Oakdale Road

  York

  YO30 4XL

  UNITED KINGDOM

  Phone

  +441904954110

• Buy-to-Let Mortgage Advice

• 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

  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.

• 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

  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 Advice

  For Customer, Regulated mortgage contract

• 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

• Mortgage Setup

  For Customer

• 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.

• Behnaam Barratt

  IRN BXB16429

  • [FCA CF] Client dealing (11 Sep 2020 to 31 Dec 2021)
  • [FCA CF] Functions requiring qualifications (11 Sep 2020 to 31 Dec 2021)
• Luke James Mortimer-Westbury

  IRN LXM86484

  • [FCA CF] Functions requiring qualifications (6 Aug 2021 to 14 Aug 2024)
  • [FCA CF] Client dealing (6 Aug 2021 to 14 Aug 2024)
• Marcus John Barclay

  IRN MJB01810

  • Responsible for Insurance Distribution (since 10 May 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 10 May 2024)
  • Responsibility for MCD Intermediation (since 10 May 2024)
  • SMF16 Compliance Oversight (since 10 May 2024)
• Matthew James Amesbury

  IRN MXA04154

  • 11. Pension transfer specialist
  • 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)
  • SMF3 Executive Director (since 10 May 2024)
  • [FCA CF] Client dealing (since 3 Apr 2021)
  • [FCA CF] Functions requiring qualifications (since 3 Apr 2021)
• Peter Cranwell

  IRN PXC00196

  • Responsibility for MCD Intermediation (7 Apr 2020 to 9 Jan 2024)
  • SMF1 Chief Executive (7 Apr 2020 to 9 Jan 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 9 Jan 2024)
  • SMF3 Executive Director (9 Dec 2019 to 9 Jan 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 9 Jan 2024)
  • SMF16 Compliance Oversight (9 Dec 2019 to 9 Jan 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Jan 2024)
  • Responsible for Insurance Distribution (1 Oct 2018 to 9 Jan 2024)
  • Responsible for Insurance Mediation (1 Aug 2018 to 30 Sep 2018)
  • CF30 Customer (1 Aug 2018 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (1 Aug 2018 to 8 Dec 2019)
  • CF10 Compliance Oversight (1 Aug 2018 to 8 Dec 2019)
  • CF1 Director (1 Aug 2018 to 8 Dec 2019)
• Toby Lawrence Coleman

  IRN TXC00275

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 28 Jun 2022)
  • [FCA CF] Client dealing (since 28 Jun 2022)

No changes recorded yet.