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

• Ian Philip Keeling

  IRN IXK00094

  • [FCA CF] Functions requiring qualifications (30 Sep 2022 to 5 Apr 2023)
• Ian Vaughan Harvey

  IRN IXH00079

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Aug 2024)
• James Knighton

  IRN JXK00182

  • [FCA CF] Functions requiring qualifications (16 Sep 2021 to 7 Nov 2023)
• Jane Margaret Shore

  IRN JXS00706

  • [FCA CF] Functions requiring qualifications (7 Jun 2021 to 24 Mar 2022)
• Jason Kingsley Morris

  IRN JKM01041

  • [FCA CF] Client dealing (9 Dec 2019 to 21 Dec 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 21 Dec 2022)
  • CF30 Customer (25 Nov 2013 to 8 Dec 2019)
• Jennifer Louise Grossmith

  IRN JLG00006

  • CF30 Customer (17 Jan 2011 to 5 Jun 2012)
• John Thomas Hall

  IRN JTH01039

  • CF30 Customer (9 Jan 2009 to 19 Apr 2013)
• Kathleen Marjorie Booth

  IRN KMB01086

  • CF30 Customer (30 Mar 2010 to 9 Nov 2010)
• Kathryn Cosgrove

  IRN KXC00252

  • [FCA CF] Functions requiring qualifications (9 May 2022 to 6 Dec 2023)
• Katie Pullen

  IRN KXP00283

  • [FCA CF] Functions requiring qualifications (4 Aug 2022 to 1 Feb 2023)

• 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.