Sussex Independent Financial Advisers Limited

• Principal Place of Business

  Downford House

  16 George Street

  Hailsham

  East Sussex

  BN27 1AE

  UNITED KINGDOM

  Phone

  +4401323441788

  Web

  https://www.sussexifa.com

• Complaints Contact

  Downford House

  16 George Street

  Hailsham

  East Sussex

  BN27 1AE

  UNITED KINGDOM

  Phone

  +4401323441788

  Web

  https://www.sussexifa.com

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Financial Mis-Selling Claims

• Pension Transfer Advice

  For Retail (Investment), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme

  Show 2 limitations 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.
  • · 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.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

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

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Contractually Based Investments), 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Negotiation

  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”.

• 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”.

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This permission is limited to not carrying out credit repair services

• Claims Lead Generation

• Gavin George Johnson

  IRN GGJ00001

  • CF21 Investment Adviser (8 Dec 2003 to 5 Feb 2006)
• George Robert Piggott

  IRN GRP00019

  • CF21 Investment Adviser (1 Oct 2004 to 28 Feb 2005)
• Hayley Jaggers

  IRN HXJ01060

  • CF30 Customer (2 Feb 2012 to 18 Apr 2012)
• Huw John Davies

  IRN HJD00011

  • CF22 Investment Adviser (Trainee) (15 Sep 2003 to 23 Oct 2003)
• Ian Frank Packham

  IRN IFP00003

  • CF21 Investment Adviser (25 Mar 2002 to 25 Apr 2003)
• Ian Keith Simms

  IRN IKS00008

  • CF21 Investment Adviser (4 Nov 2004 to 4 Nov 2004)
• Ian Stuart Hopkins

  IRN ISH00005

  • CF21 Investment Adviser (25 Mar 2002 to 29 Jul 2005)
• Jake Beale

  IRN JXB01121

  • [FCA CF] Functions requiring qualifications (1 Dec 2022 to 2 Oct 2023)
  • [FCA CF] Client dealing (1 Dec 2022 to 2 Oct 2023)
  • SMF3 Executive Director (12 Oct 2022 to 2 Oct 2023)
• Jeffrey Roger Alcock

  IRN JRA01100

  • [FCA CF] Functions requiring qualifications (2 Aug 2021 to 25 Sep 2023)
• Jill Chase

  IRN JXC00043

  • CF21 Investment Adviser (1 Sep 2002 to 5 Feb 2006)

No changes recorded yet.