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

• Helen Louise Ross

  IRN HXR00264

  • SMF27 Partner (since 1 Apr 2025)
• Jana Laville

  IRN JXL25741

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 12 Dec 2019)
• Nathan Shane Fowles

  IRN NXF00144

  • 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] Functions requiring qualifications (since 11 Apr 2023)
  • [FCA CF] Client dealing (since 11 Apr 2023)
• Nicholas Lamb

  IRN NXL00112

  • 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] Functions requiring qualifications (since 27 Jan 2025)
  • [FCA CF] Client dealing (since 27 Jan 2025)
• Pamela Mildred Murphy

  IRN PMM01111

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or 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)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF27 Partner (since 9 Dec 2019)
  • CF4 Partner (12 May 2011 to 8 Dec 2019)
  • CF10 Compliance Oversight (12 May 2011 to 17 Dec 2013)
  • CF30 Customer (12 May 2011 to 8 Dec 2019)
• Pascale Marie Cecile Fontaine

  IRN PMF01035

  • CF30 Customer (23 Apr 2012 to 10 May 2013)
• Samantha Jo Whittington

  IRN SJW01387

  • CF30 Customer (23 Jan 2014 to 30 Jun 2015)
• Shirley Veronica Hylands

  IRN SVH01004

  • SMF16 Compliance Oversight (9 Dec 2019 to 24 Nov 2023)
  • CF10 Compliance Oversight (4 Dec 2019 to 8 Dec 2019)
• Stephen Charles Martin

  IRN SCM00008

  • CF30 Customer (1 Dec 2011 to 24 Oct 2012)
• Stephen James Bown

  IRN SXB08454

  • [FCA CF] Functions requiring qualifications (1 Nov 2022 to 14 Aug 2024)
  • [FCA CF] Client dealing (1 Nov 2022 to 14 Aug 2024)

No changes recorded yet.