Retirement Solutions (UK) Limited

• Principal Place of Business

  Metropolitan House

  Station Road

  Cheadle Hulme

  Cheadle

  Greater Manchester

  SK8 7AZ

  UNITED KINGDOM

  Phone

  +441614853401

  Web

  https://www.retirementsolutions.co.uk

• Complaints Contact

  Metropolitan House

  Station Road

  Cheadle Hulme

  Cheadle

  Greater Manchester

  SK8 7AZ

  UNITED KINGDOM

  Phone

  +441614853401

• 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

  Show 2 limitations Hide limitations

  • · 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.
  • · 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.

• Equity Release Advice

  For Customer, Home reversion plans

• 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, 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

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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, 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, 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

  Show 1 limitation Hide limitations

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

• Equity Release Setup

  For Customer, Home reversion plans

• 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, 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

• Adam Charles Benson

  IRN ACB01153

  • CF30 Customer (6 Jan 2011 to 3 Mar 2011)
• Aidan James Liley

  IRN AXL00330

  • 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 19 Jul 2021)
  • [FCA CF] Functions requiring qualifications (since 19 Jul 2021)
• Andrea Margaret Howitt

  IRN AMH00047

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Jul 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 15 Jul 2024)
  • CF30 Customer (2 May 2013 to 8 Dec 2019)
• Andrew John Schiller

  IRN AXS01244

  • [FCA CF] Functions requiring qualifications (5 Sep 2022 to 7 Nov 2023)
• Andrew Philip Reed

  IRN AXR01207

  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 22 Apr 2026)
• Anne Blakeley

  IRN AXB02438

  • CF30 Customer (19 Mar 2009 to 21 Oct 2011)
• Anthony John Palmer

  IRN AXP00379

  • [FCA CF] Functions requiring qualifications (2 Mar 2020 to 23 Apr 2025)
• Anthony Roger Morgan

  IRN AXM00820

  • [FCA CF] Functions requiring qualifications (7 Jun 2021 to 3 Jan 2024)
• Carl David Huckstep

  IRN CXH00849

  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 14 Nov 2024)
• Cathy Greely

  IRN CXG01272

  • CF30 Customer (16 Jun 2011 to 14 Aug 2011)

• PayingForCare Limited (no longer appointed)

  FRN 577309 · Appointed 17 Apr 2012 · Until 22 Oct 2012

• Telos Ltd (no longer appointed)

  FRN 489801 · Appointed 7 Oct 2008 · Until 1 Mar 2009

No changes recorded yet.