Simpli Financial Solutions Ltd

• Principal Place of Business

  The Business And Innovation Centre Wearfield,

  Sunderland Enterprise Park,

  Sunderland,

  Tyne and Wear,

  SR5 2TJ

  UNITED KINGDOM

  Phone

  +443300228270

  Web

  https://www.simplifs.co.uk

• Complaints Contact

  The Business And Innovation Centre Wearfield,

  Sunderland Enterprise Park,

  Sunderland,

  Tyne and Wear,

  SR5 2TJ

  UNITED KINGDOM

  Phone

  +443300228270

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Islamic Mortgage Advice

  For Customer, Home purchase plans

• Equity Release Advice

  For Customer, Home reversion plans

• 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 Hide limitations

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

• Islamic Mortgage Arranging

  For Customer, Home purchase plans

• Equity Release Arranging

  For Customer, Home reversion plans

• 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 Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Islamic Mortgage Setup

  For Customer, Home purchase plans

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

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

• Paul England

  IRN PXE01301

  • [FCA CF] Functions requiring qualifications (13 Mar 2023 to 22 May 2023)
• Penelope Elizabeth Agnew

  IRN PXA00180

  • [FCA CF] Functions requiring qualifications (3 Nov 2022 to 1 Jul 2024)
• Robert Frederick Penman

  IRN RFP01051

  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (since 29 Mar 2017)
  • CF10 Compliance Oversight (17 May 2017 to 8 Dec 2019)
  • Responsible for Insurance Mediation (29 Mar 2017 to 30 Sep 2018)
  • CF1 Director (12 May 2016 to 8 Dec 2019)
• Robert Scrivens

  IRN RXS00096

  • [FCA CF] Functions requiring qualifications (3 Mar 2021 to 1 Jul 2024)
• Ruth Alexandra Charles

  IRN RAH00077

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 21 Oct 2020)
• Sameer Beshoori

  IRN SXB02833

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 10 Sep 2020)
• Simon David Charles

  IRN SDC01101

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 21 Oct 2020)

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