RPG Consulting Limited

• Principal Place of Business

  R P G Consulting

  Gwernigron Farm

  The Roe

  St. Asaph

  Denbighshire

  LL17 0HY

  UNITED KINGDOM

  Phone

  +441745582933

  Web

  https://www.rpgcfp.co.uk

• Complaints Contact

  R P G Consulting

  Gwernigron Farm

  The Roe

  St. Asaph

  Denbighshire

  LL17 0HY

  UNITED KINGDOM

  Phone

  +441745582933

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• 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 pension policies with a Guaranteed Annuity Rate.
  • · 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.

• 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, Structured Deposits, 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.

• Authorised to Operate

  Show 1 limitation Hide limitations

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

• 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, Structured Deposits, 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 Brokering

• Stockbroking

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

• Debt Advice

  Show 1 limitation Hide limitations

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

• 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, Structured Deposits, 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

• Anthony Valentine O'Connor

  IRN AVO00002

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (13 Jan 2016 to 8 Dec 2019)
  • CF30 Customer (9 Apr 2013 to 8 Dec 2019)
• Antonia Roberts

  IRN AXR16500

  • [FCA CF] Client dealing (31 Aug 2023 to 11 Apr 2025)
  • [FCA CF] Functions requiring qualifications (1 Aug 2023 to 11 Apr 2025)
• Bethan Wyn Jones

  IRN BWH01028

  • CF30 Customer (8 Jul 2010 to 7 Dec 2011)
• Christopher Slater

  IRN CXS01585

  • CF1 Director (3 Mar 2005 to 29 Jun 2018)
• Colin Frederick Davies

  IRN CFD00003

  • CF1 Director (1 Dec 2001 to 13 Jan 2004)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 3 Jul 2002)
  • CF10 Compliance Oversight (1 Dec 2001 to 3 Jul 2002)
  • CF21 Investment Adviser (1 Dec 2001 to 13 Jan 2004)
• David McKendrick

  IRN DXM01858

  • CF30 Customer (1 Nov 2007 to 30 Aug 2013)
  • CF10 Compliance Oversight (9 Jan 2007 to 30 Aug 2013)
  • CF11 Money Laundering Reporting (9 Jan 2007 to 30 Aug 2013)
  • CF24 Pension Transfer Specialist (7 Jul 2006 to 31 Oct 2007)
  • CF21 Investment Adviser (7 Jul 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (5 Jul 2005 to 7 Jul 2006)
  • CF1 Director (15 Mar 2005 to 30 Aug 2013)
• Edgar Harold Cankalis

  IRN EHC00001

  • CF30 Customer (8 Jun 2012 to 4 Jul 2012)
• Hannah Rachel Creighton

  IRN HRC01014

  • CF21 Investment Adviser (30 Mar 2004 to 1 Dec 2004)
• Ian John Lloyd

  IRN IJL01022

  • CF22 Investment Adviser (Trainee) (16 Apr 2004 to 20 Aug 2004)
• Jamie Reed

  IRN JLR01122

  • [FCA CF] Functions requiring qualifications (14 Apr 2021 to 9 Jul 2021)
  • [FCA CF] Client dealing (14 Apr 2021 to 9 Jul 2021)

• RPG Crouch Chapman Financial Planning Limited (no longer appointed)

  FRN 757697 · Appointed 2 Sep 2016 · Until 2 Jul 2018

No changes recorded yet.