Savvy Financial Ltd

Date authorised
1 April 2013
Companies House
07929192
Last scraped
2 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    58 Dene Hall Drive
    Bishop Auckland
    County Durham
    DL14 6UG
    UNITED KINGDOM
    Phone
    +4401388607597

  • Complaints Contact

    58 Dene Hall Drive
    Bishop Auckland
    County Durham
    DL14 6UG
    UNITED KINGDOM
    Phone
    +4401388607597

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

  • Investment Advice (no pensions)

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

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

  • Arranges Investments

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

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Credit Brokering

  • Debt Advice

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

Approved individuals

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

  • Paul Holmes

    IRN PXH01765

    • (2)18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • (1)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (6)[FCA CF] Functions requiring qualifications (since 1 Jan 2020)
    • (5)SMF3 Executive Director (since 9 Dec 2019)
    • (4)Responsible for Insurance Distribution (since 1 Oct 2018)
    • (3)Responsibility for MCD Intermediation (since 21 Mar 2016)
    • (2)CF1 Director (2 Jul 2012 to 8 Dec 2019)
    • (1)Responsible for Insurance Mediation (2 Jul 2012 to 30 Sep 2018)

Recent activity

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

  1. controlled function removed: [FCA CF] Functions requiring qualifications

  2. controlled function removed: SMF3 Executive Director

  3. controlled function removed: Responsible for Insurance Distribution

  4. controlled function removed: Responsibility for MCD Intermediation

  5. controlled function removed: 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies

  6. controlled function removed: 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose