Stepping Stones Financial Planning LLP

• Principal Place of Business

  Office 7a, Desford Hall

  Leicester Lane

  Desford

  Leicester

  LE9 9JJ

  UNITED KINGDOM

  Phone

  +441164781218

  Web

  http://www.steppingfp.co.uk

• Complaints Contact

  Office 7a, Desford Hall

  Leicester Lane

  Desford

  Leicester

  LE9 9JJ

  UNITED KINGDOM

  Phone

  +441164781218

• 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

  Show 1 limitation Hide limitations

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

• 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 adjusting excluding the conclusion or administration of 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”.

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

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

• Alice Megan Bower

  IRN AXB00214

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 29 Aug 2023)
• Christina Marie Booth

  IRN CXB00595

  • [FCA CF] Functions requiring qualifications (21 Mar 2022 to 14 Jul 2025)
• Ellie Aldwinckle

  IRN EXA00234

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 30 Sep 2024)
• Ian Kells

  IRN IDK01016

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Feb 2021)
• Kerry Sheldon Walters

  IRN KXW83576

  • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 31 Mar 2021)
• Michael Andrew Vidal-Gomes

  IRN MAW01376

  • [FCA CF] Functions requiring qualifications (18 Nov 2022 to 8 Dec 2022)
• Paul James Hart

  IRN PJH01461

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF27 Partner (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (since 26 Jun 2018)
  • CF10 Compliance Oversight (26 Jun 2018 to 8 Dec 2019)
  • Responsible for Insurance Mediation (26 Jun 2018 to 30 Sep 2018)
  • CF4 Partner (26 Jun 2018 to 8 Dec 2019)
• Stephanie Hardy

  IRN SXK00214

  • [FCA CF] Functions requiring qualifications (25 Feb 2021 to 30 Jun 2023)
• Tamara Louise Hart

  IRN TLH01041

  • SMF27 Partner (since 9 Dec 2019)
  • CF4 Partner (26 Jun 2018 to 8 Dec 2019)

No changes recorded yet.