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

• Mark Anthony Taylor

  IRN MAT00023

  • CF30 Customer (29 Jun 2010 to 14 Dec 2010)
  • CF21 Investment Adviser (17 Apr 2002 to 18 Apr 2002)
• Mark John Doherty

  IRN MJD01260

  • CF22 Investment Adviser (Trainee) (1 Mar 2003 to 16 Aug 2006)
• Mark William Thomas

  IRN MWT01049

  • SMF3 Executive Director (9 Dec 2019 to 2 Oct 2023)
  • CF1 Director (4 Feb 2008 to 8 Dec 2019)
• Michael John Gordon

  IRN MJG00025

  • CF21 Investment Adviser (12 Feb 2004 to 4 Jul 2007)
• Michael Matthew McDaid

  IRN MMM01053

  • CF22 Investment Adviser (Trainee) (10 Aug 2004 to 1 Dec 2004)
• Neil Iain Hamilton Smith

  IRN NIS00001

  • CF21 Investment Adviser (25 Mar 2002 to 5 Feb 2006)
• Nicholas Martin Jones

  IRN NMJ00005

  • CF21 Investment Adviser (7 Mar 2002 to 7 Mar 2002)
• Paul John Riggs

  IRN PJR00033

  • CF21 Investment Adviser (1 Dec 2001 to 21 May 2002)
• Peter Anthony Puplett

  IRN PAP00017

  • CF30 Customer (1 Nov 2007 to 17 Dec 2007)
  • CF1 Director (25 Mar 2002 to 17 Dec 2007)
  • CF21 Investment Adviser (25 Mar 2002 to 31 Oct 2007)
  • CF8 Apportionment and Oversight (25 Mar 2002 to 5 Dec 2007)
• Peter Eric Curson

  IRN PXC00154

  • CF21 Investment Adviser (17 Mar 2003 to 23 Oct 2003)

No changes recorded yet.