Robert May Financial Services

Date authorised
1 April 2013
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Robert May Financial Services
    251 Mary Vale Road
    Birmingham
    B30 1PN
    UNITED KINGDOM
    Phone
    +4401214334033
    Web
    https://www.robertmayfinancial.co.uk

  • Complaints Contact

    Robert May Financial Services
    251 Mary Vale Road
    Birmingham
    B30 1PN
    UNITED KINGDOM
    Phone
    +4401214334033

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Janice Elizabeth May

    IRN JEM01192

    • SMF27 Partner (since 9 Dec 2019)
    • CF29 Significant management (1 Nov 2007 to 8 Dec 2019)
    • CF19 Significant Mgt (Financial Resources) (31 Oct 2004 to 31 Oct 2007)
    • CF4 Partner (31 Oct 2004 to 8 Dec 2019)
    • CF17 Significant Mgt (Other Business Operations) (31 Oct 2004 to 31 Oct 2007)
  • Robert May

    IRN RXM01689

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF16 Compliance Oversight (since 30 Apr 2021)
    • [FCA CF] Client dealing (since 1 Dec 2020)
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2020)
    • [FCA CF] Significant management (since 1 Dec 2020)
    • [FCA CF] CASS oversight function (since 1 Dec 2020)
    • SMF27 Partner (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • CF28 Systems and controls (1 Nov 2007 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF4 Partner (31 Oct 2004 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (31 Oct 2004 to 8 Dec 2019)
    • CF13 Finance (31 Oct 2004 to 31 Oct 2007)
    • CF14 Risk Assessment (31 Oct 2004 to 31 Oct 2007)
    • CF15 Internal Audit (31 Oct 2004 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (31 Oct 2004 to 31 Mar 2009)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.