Streets Financial Consulting Limited

• Principal Place of Business

  Tower House

  Lucy Tower Street

  Lincoln

  Lincolnshire

  LN1 1XW

  UNITED KINGDOM

  Phone

  +4401522536108

  Web

  https://www.sfcplc.co.uk

• Complaints Contact

  Tower House

  Lucy Tower Street

  Lincoln

  Lincolnshire

  LN1 1XW

  UNITED KINGDOM

  Phone

  +4401522536108

• 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

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  • · 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

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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.

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management 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.

• Andrew Robert Manderfield

  IRN ARM01287

  • CF1 Director (3 Jul 2014 to 1 Jun 2018)
• Angela Elizabeth Murdoch

  IRN AEL00023

  • CF21 Investment Adviser (1 Dec 2001 to 19 Mar 2004)
• Anthony Kenneth Armstrong

  IRN AKA01017

  • CF22 Investment Adviser (Trainee) (2 Jul 2007 to 2 Jul 2007)
• Benjamin Halstead

  IRN BXH01635

  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (12 May 2017 to 8 Dec 2019)
  • CF10 Compliance Oversight (12 May 2017 to 8 Dec 2019)
• Emma Lloyd Storey

  IRN ELH00005

  • CF30 Customer (17 Jan 2013 to 20 Apr 2015)
• Geoffrey Peter Taylor

  IRN GPT00002

  • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF1 Director (1 Dec 2001 to 31 Dec 2012)
• Jane Smethurst

  IRN JAL00062

  • CF30 Customer (20 Jul 2016 to 14 Jul 2018)
• John Christopher Hebblethwaite

  IRN JCH00002

  • Responsible for Insurance Mediation (14 Jan 2005 to 23 Dec 2005)
  • CF1 Director (21 Jan 2003 to 23 Dec 2005)
  • CF21 Investment Adviser (21 Jan 2003 to 23 Dec 2005)
  • CF24 Pension Transfer Specialist (21 Jan 2003 to 23 Dec 2005)
• Jonathan Day

  IRN JXD02152

  • CF1 Director (3 Jul 2014 to 1 Jun 2018)
• Joseph Peter Sears

  IRN JPS01283

  • CF30 Customer (18 Oct 2017 to 18 Sep 2019)

• Streets London LLP (no longer appointed)

  FRN 842163 · Appointed 15 May 2019 · Until 6 Oct 2021

• Streets Northern LLP (no longer appointed)

  FRN 607271 · Appointed 12 Sep 2013 · Until 19 Jun 2023

• Lime Park Financial Planning Ltd (no longer appointed)

  FRN 468291 · Appointed 24 May 2007 · Until 12 Nov 2008

No changes recorded yet.