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

• Christopher Colin Jump

  IRN CXJ00035

  • 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 20 Dec 2019)
  • [FCA CF] Client dealing (since 20 Dec 2019)
• Christopher Flack Hastings

  IRN CXH00427

  • [FCA CF] Functions requiring qualifications (13 Oct 2021 to 7 Feb 2025)
• Christopher John McConnachie

  IRN CXM00861

  • [FCA CF] Functions requiring qualifications (14 Apr 2023 to 7 Jul 2023)
• Colin David Le Maitre

  IRN CXL00166

  • [FCA CF] Functions requiring qualifications (2 Mar 2020 to 7 Dec 2022)
• Daniel Kayes

  IRN DXK00382

  • [FCA CF] Functions requiring qualifications (24 Jul 2024 to 21 Oct 2024)
• David Alexander Belsham

  IRN DXB01136

  • 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 12 May 2025)
• David John Bell

  IRN DJB01428

  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • Responsibility for MCD Intermediation (since 21 Mar 2016)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 30 Nov 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Nov 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Nov 2021)
  • CF10 Compliance Oversight (30 May 2012 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (4 Jul 2008 to 28 May 2012)
  • CF1 Director (4 Jul 2008 to 8 Dec 2019)
  • CF8 Apportionment and Oversight (4 Jul 2008 to 31 Mar 2009)
  • CF30 Customer (3 Jul 2008 to 8 Dec 2019)
• David John Cox

  IRN DXC00859

  • 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 24 Feb 2025)
• David John Gill

  IRN DJG00048

  • 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 (15 Oct 2012 to 8 Dec 2019)
• Derek Sung

  IRN DXS01052

  • [FCA CF] Functions requiring qualifications (23 Sep 2024 to 29 Jan 2025)

• 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.