Star Financial Planning Limited

• Principal Place of Business

  143 Gammons Lane

  Watford

  Hertfordshire

  WD24 5JE

  UNITED KINGDOM

  Phone

  +4401923605555

  Web

  https://www.starfp.co.uk

• Complaints Contact

  143 Gammons Lane

  Watford

  Hertfordshire

  WD24 5JE

  UNITED KINGDOM

  Phone

  +4401923605555

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

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

• Pension Transfer Advice

  For 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: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · 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.

• 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.

• 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• 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, 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.

• Lee William Denham

  IRN LWD00004

  • CF30 Customer (4 Jan 2010 to 14 Feb 2017)
• Matthew Lewis Jackson-Hale

  IRN MLH00008

  • CF10 Compliance Oversight (27 Mar 2003 to 30 Jun 2006)
  • CF21 Investment Adviser (27 Mar 2003 to 30 Jun 2006)
  • CF1 Director (27 Mar 2003 to 30 Jun 2006)
• Nicola Batt

  IRN NXB47212

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Nigel Neil Taylor

  IRN NNT00001

  • CF30 Customer (1 Nov 2007 to 3 Sep 2009)
  • CF21 Investment Adviser (19 Mar 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (31 Aug 2006 to 19 Mar 2007)
• Priyanka Kanth Singh

  IRN PKS01046

  • CF30 Customer (1 Dec 2008 to 29 Jul 2009)
• Spencer Paul Thompson

  IRN SPT01071

  • CF30 Customer (25 Feb 2011 to 11 Jul 2014)
• Stephen John Shewring

  IRN SJS00119

  • CF30 Customer (26 Feb 2013 to 12 Aug 2014)
• Stephen Kenneth Holmes

  IRN SKH01027

  • CF30 Customer (17 Dec 2009 to 16 Jul 2014)

• Henry Appiah (no longer appointed)

  FRN 789885 · Appointed 27 Sep 2017 · Until 26 Jul 2021

• Woodhouse Associates (no longer appointed)

  FRN 567856 · Appointed 2 Nov 2011 · Until 14 Sep 2017

• Albury Asset Management Ltd (no longer appointed)

  FRN 540664 · Appointed 1 Feb 2011 · Until 15 Oct 2015

No changes recorded yet.