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

• Richard Michael Baimbridge

  IRN RXB00739

  • [FCA CF] Functions requiring qualifications (21 Dec 2022 to 31 Mar 2025)
  • [FCA CF] Client dealing (21 Dec 2022 to 31 Mar 2025)
• Richard Paul Moore

  IRN RPM01089

  • [FCA CF] Functions requiring qualifications (5 Sep 2022 to 7 Dec 2022)
• Sally Jones

  IRN SXJ00559

  • [FCA CF] Functions requiring qualifications (10 Mar 2025 to 14 Jan 2026)
• Sarah Breeze

  IRN SXB00298

  • [FCA CF] Functions requiring qualifications (22 Apr 2024 to 31 May 2024)
• Scott Douglas Peplow

  IRN SXP00360

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Aug 2023)
• Shelley Annette Jones

  IRN SXJ00179

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 3 Jan 2024)
• Stephen Lucas

  IRN SXL00234

  • [FCA CF] Functions requiring qualifications (23 Sep 2024 to 8 Sep 2025)
• Stephen Mark Garton

  IRN SXG00722

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 18 Mar 2024)
  • [FCA CF] Functions requiring qualifications (19 Sep 2023 to 7 Nov 2023)
• Steven John Baldwin

  IRN SXB00564

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Nov 2023)
• Steven Korniotis

  IRN SXK00271

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 26 Aug 2022)

• 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.