TCOT Financial Services Limited

Date authorised
7 August 2015
Companies House
09396500
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit 6
    The Grain Store
    Manor Farm
    Devizes
    Wiltshire
    SN10 3LP
    UNITED KINGDOM
    Phone
    +4401225302450
    Web
    https://www.circletrust.co.uk

  • Complaints Contact

    Unit 6
    The Grain Store
    Manor Farm
    Devizes
    Wiltshire
    SN10 3LP
    UNITED KINGDOM
    Phone
    +4401225302450

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · 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”.

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Adrian Kenneth Wilkinson

    IRN AKW00016

    • Responsibility for MCD Intermediation (21 Mar 2016 to 30 May 2017)
    • Responsible for Insurance Mediation (7 Aug 2015 to 30 May 2017)
    • CF1 Director (7 Aug 2015 to 30 May 2017)
  • Barrie Thompson

    IRN BXT24838

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Responsible for Insurance Distribution (since 15 Mar 2020)
    • SMF3 Executive Director (since 15 Mar 2020)
    • Responsibility for MCD Intermediation (since 15 Mar 2020)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Claire Slade

    IRN CXS00354

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 27 Apr 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 27 Apr 2021)
  • Edward Geerah

    IRN EXG00144

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 4 Oct 2021)
    • [FCA CF] Functions requiring qualifications (since 4 Oct 2021)
  • Ian LONG

    IRN IXL01222

    • 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 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 19 Jan 2017)
    • CF10 Compliance Oversight (30 Oct 2018 to 8 Dec 2019)
    • Responsible for Insurance Mediation (19 Jan 2017 to 30 Sep 2018)
    • CF1 Director (9 Nov 2016 to 8 Dec 2019)
  • Jeremy John Green

    IRN JJG00017

    • [FCA CF] Functions requiring qualifications (10 Aug 2021 to 1 Nov 2023)
    • Appointed representative dealing with clients for which they require qualification (10 Aug 2021 to 1 Nov 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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