The Finance Planning Group Limited

Date authorised
6 April 2016
Companies House
03894404
Last scraped
1 week ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Finance Planning Group
    Hurstwood Grange
    Hurstwood Lane
    Haywards Heath
    West Sussex
    RH17 7QX
    UNITED KINGDOM
    Phone
    +441444449200
    Web
    https://www.financeplanning.co.uk

  • Complaints Contact

    The Finance Planning Group
    Hurstwood Grange
    Hurstwood Lane
    Haywards Heath
    West Sussex
    RH17 7QX
    UNITED KINGDOM
    Phone
    +441444449200

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.

  • Annmarie Baylan

    IRN AXB00280

    • [FCA CF] Functions requiring qualifications (25 Oct 2021 to 26 Aug 2022)
  • Asmita Gurung

    IRN AXG01105

    • 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 17 Oct 2025)
  • Aynsley Thomas Wilkinson

    IRN AXW01079

    • 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 20 Oct 2025)
  • Beata Kiss

    IRN BXK79248

    • [FCA CF] Functions requiring qualifications (23 Oct 2023 to 31 Mar 2026)
  • Ben Mitchell

    IRN BXM00239

    • [FCA CF] Functions requiring qualifications (25 Oct 2021 to 16 Sep 2022)
  • Benjamin George Hart

    IRN BXH00094

    • Appointed representative dealing with clients for which they require qualification (20 Jul 2021 to 1 Oct 2022)
    • [FCA CF] Functions requiring qualifications (7 Jul 2021 to 20 Jul 2021)
  • Binita Malla Gurung

    IRN BXG00163

    • 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 7 Aug 2024)
    • [FCA CF] Functions requiring qualifications (8 Nov 2023 to 7 Aug 2024)
  • Bryce Protheroe

    IRN BXP00141

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 7 Mar 2022)
  • Caitlin Alice Ferguson

    IRN CXW00277

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Carl Thorne

    IRN CXT00173

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
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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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