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

• Peter Martin Walton

  IRN PMW00040

  • CF21 Investment Adviser (25 Mar 2002 to 26 Feb 2005)
• Peter William Ralph

  IRN PXR00082

  • CF21 Investment Adviser (4 Jun 2003 to 4 Jun 2003)
• Philip Arnold James

  IRN PAJ01077

  • CF22 Investment Adviser (Trainee) (7 Aug 2002 to 8 Aug 2002)
• Philip Frederick Trotter

  IRN PFT00005

  • CF21 Investment Adviser (13 Oct 2005 to 4 Dec 2006)
• Richard Elwyn Hamley

  IRN REH00043

  • CF21 Investment Adviser (1 May 2002 to 16 Jan 2006)
• Robert James Freestone

  IRN RJF00028

  • CF21 Investment Adviser (1 Nov 2002 to 5 Feb 2006)
• Robert James Slaughter

  IRN RJS01286

  • SMF3 Executive Director (9 Dec 2019 to 18 Nov 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Nov 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 18 Nov 2025)
  • CF1 Director (20 Jul 2017 to 8 Dec 2019)
  • CF30 Customer (5 Dec 2014 to 8 Dec 2019)
• Robert John Gower

  IRN RJG00010

  • CF21 Investment Adviser (25 Mar 2002 to 4 Dec 2006)
• Robert Michael Hopkins

  IRN RMH01095

  • CF21 Investment Adviser (1 Apr 2004 to 19 Oct 2004)
• Roger Clive Bawcutt

  IRN RCB01133

  • CF21 Investment Adviser (22 Feb 2005 to 29 Jul 2005)

No changes recorded yet.