SDB Strategic Planners Limited

• Principal Place of Business

  21 Silverdale Road

  Wolstanton

  Newcastle-under-Lyme

  Staffordshire

  ST5 8BQ

  UNITED KINGDOM

  Phone

  +4401782712233

  Web

  https://www.courtiers.co.uk

• Complaints Contact

  21 Silverdale Road

  Wolstanton

  Newcastle-under-Lyme

  Staffordshire

  ST5 8BQ

  UNITED KINGDOM

  Phone

  +4401782712233

• 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

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  • · 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

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  • · 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

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  • · 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

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  • · 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.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · 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.

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Structured Deposits, Unit, Warrant

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  • · 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 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

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  • · 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.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Structured Deposits, Unit, Warrant

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  • · 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.

• Adrian John Russell

  IRN AJR01433

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 9 Jul 2025)
• Amanda Jane Stanway

  IRN AJS01411

  • CF22 Investment Adviser (Trainee) (9 Dec 2002 to 18 Aug 2003)
• Andrew David James

  IRN ADJ00021

  • SMF16 Compliance Oversight (25 Jul 2022 to 8 Aug 2022)
  • SMF17 Money Laundering Reporting Officer (MLRO) (25 Jul 2022 to 8 Aug 2022)
• Callum Rowe

  IRN CXR00632

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 5 Aug 2025)
• Carolyn Bryant

  IRN CXB00145

  • CF1 Director (1 Dec 2001 to 28 Jul 2003)
• Connor Stapley

  IRN CXS00478

  • [FCA CF] Functions requiring qualifications (9 Dec 2021 to 26 Jul 2024)
  • [FCA CF] Client dealing (9 Dec 2021 to 26 Jul 2024)
• David Thomas Nicholls

  IRN DTN00003

  • CF21 Investment Adviser (1 Dec 2001 to 5 Apr 2003)
• Declan James Shepperd

  IRN DXS20338

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 11. Pension transfer specialist
  • 14. Managing investments
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Gary Derek Reynolds

  IRN GDR00004

  • SMF3 Executive Director (since 18 Jun 2020)
• James Dickens

  IRN JXD01031

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 9 Jul 2025)

• SDB Wealth Managers Ltd (no longer appointed)

  FRN 458301 · Appointed 9 Oct 2006 · Until 31 Dec 2006

• Best Returns Limited (no longer appointed)

  FRN 193070 · Appointed 15 Aug 2000 · Until 11 Aug 2003

No changes recorded yet.