Suitable Financial Advice Ltd

• Principal Place of Business

  The Old Library

  231 Eaves Lane

  Chorley

  Lancashire

  PR6 0AG

  UNITED KINGDOM

  Phone

  +4401612661011

  Web

  https://www.suitablefinancial.co.uk

• Complaints Contact

  South

  Cheadle Royal

  Royal Crescent

  Cheadle

  Stockport

  SK8 3FS

  UNITED KINGDOM

  Phone

  +4401612661011

• 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

• 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

• Buy-to-Let Start Date

• Buy-to-Let End Date

• 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

• Alasdair Euan McWilliams

  IRN AEM01157

  • SMF3 Executive Director (since 14 Feb 2025)
• Andrea Monk

  IRN AXM00328

  • [FCA CF] Functions requiring qualifications (24 Nov 2020 to 22 Nov 2021)
• Aylin Bayraktar

  IRN AXB04750

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 12 Feb 2026)
  • [FCA CF] Client dealing (since 12 Feb 2026)
• Brendan Patrick Coburn

  IRN BPC00169

  • SMF3 Executive Director (since 5 Mar 2025)
  • SMF16 Compliance Oversight (since 5 Mar 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 5 Mar 2025)
• Jonathan Waite

  IRN JXW00356

  • 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] Client dealing (since 28 Jan 2025)
  • [FCA CF] Functions requiring qualifications (since 28 Jan 2025)
• Matthew John Loughlin

  IRN MJL00083

  • [FCA CF] Functions requiring qualifications (24 Nov 2020 to 1 May 2025)
  • [FCA CF] Client dealing (24 Nov 2020 to 1 May 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 6 Mar 2025)
  • SMF16 Compliance Oversight (9 Dec 2019 to 6 Mar 2025)
  • SMF3 Executive Director (9 Dec 2019 to 6 Mar 2025)
  • Responsible for Insurance Distribution (1 Oct 2018 to 6 Mar 2025)
  • Responsibility for MCD Intermediation (21 Mar 2016 to 28 May 2021)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (5 May 2005 to 8 Dec 2019)
  • CF21 Investment Adviser (5 May 2005 to 31 Oct 2007)
  • CF10 Compliance Oversight (5 May 2005 to 8 Dec 2019)
  • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • CF8 Apportionment and Oversight (31 Oct 2004 to 31 Mar 2009)
  • CF1 Director (31 Oct 2004 to 8 Dec 2019)

No changes recorded yet.