Taylormade Financial Planning LLP

• Principal Place of Business

  Torrington House

  111 Hare Lane

  Claygate

  Esher

  Surrey

  KT10 0QY

  UNITED KINGDOM

  Phone

  +441372466790

  Web

  http://www.tmfp.co.uk

• Complaints Contact

  Torrington House

  111 Hare Lane

  Claygate

  Esher

  Surrey

  KT10 0QY

  UNITED KINGDOM

  Phone

  +441372466790

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

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

• Pension Transfer Advice

  For Professional, 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 pension policies with a Guaranteed Annuity Rate.
  • · 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, 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

  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

• Arranges Investments

  For Commercial, 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

  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 Advice

  Show 1 limitation Hide limitations

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

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, 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

  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.

• Credit Score Services

  Show 1 limitation Hide limitations

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

• . Taylormade Financial Solutions Ltd

  IRN XXT01098

  • SMF27 Partner (9 Dec 2019 to 31 Oct 2023)
  • CF4 Partner (12 May 2011 to 8 Dec 2019)
• Adam James Kittredge

  IRN AJK00030

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 9A. Advising on P2P agreements
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • SMF27 Partner (since 1 Apr 2025)
  • [FCA CF] Manager of certification employee (since 8 Dec 2023)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (31 Mar 2015 to 8 Dec 2019)
• Adrian Stuart Taylor

  IRN AST00007

  • [FCA CF] Client dealing (9 Dec 2019 to 9 Oct 2023)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 9 Oct 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Oct 2023)
  • CF30 Customer (20 Mar 2013 to 8 Dec 2019)
• Annette Katherine Hender

  IRN AKH01044

  • SMF16 Compliance Oversight (since 25 Nov 2023)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF27 Partner (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (since 21 Mar 2016)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Dec 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 8 Dec 2025)
  • SMF16 Compliance Oversight (9 Dec 2019 to 17 Feb 2020)
  • CF10 Compliance Oversight (30 Dec 2013 to 8 Dec 2019)
  • Responsible for Insurance Mediation (12 May 2011 to 30 Sep 2018)
  • CF4 Partner (12 May 2011 to 8 Dec 2019)
  • CF30 Customer (12 May 2011 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (12 May 2011 to 8 Dec 2019)
• Caroline Linda Stone

  IRN CXS00978

  • SMF27 Partner (since 1 Apr 2025)
• Christopher Paul Masters

  IRN CPM01079

  • CF30 Customer (24 Nov 2011 to 14 Jul 2014)
• Claire Vanessa Harlow

  IRN CVH01020

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 9A. Advising on P2P agreements
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • SMF27 Partner (since 1 Apr 2025)
  • [FCA CF] Manager of certification employee (since 8 Dec 2023)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (2 Oct 2017 to 8 Dec 2019)
• David Robert Easteal

  IRN DRE01034

  • CF30 Customer (28 Feb 2013 to 5 Jul 2019)
• Faraz Khalil-Ur Rahman

  IRN FXR17421

  • 9A. Advising on P2P agreements
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (26 Jul 2019 to 8 Dec 2019)
• Harvinder Kaur Bakekolo

  IRN HXB00027

  • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 31 Dec 2021)

No changes recorded yet.