Unbiased Financial Group LLP

• Principal Place of Business

  37 Dorset Road

  Merton Park

  London

  SW19 3EZ

  UNITED KINGDOM

  Phone

  +442085449080

  Web

  https://www.unbiasedfinancialgroup.co.uk

• Complaints Contact

  37 Dorset Road

  Merton Park

  London

  SW19 3EZ

  UNITED KINGDOM

  Phone

  +442085449080

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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 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.

• 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

  Show 1 limitation Hide limitations

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

• 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

• Stockbroking

  For Commercial, Professional, 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 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, Spread Bet, 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.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, 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.

• Alastair Croswell

  IRN AXC03126

  • 14. Managing investments
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 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 21 Jan 2021)
  • [FCA CF] Client dealing (since 21 Jan 2021)
  • CF30 Customer (1 Jul 2016 to 8 Dec 2019)
• Alastair David Cameron

  IRN ADC00009

  • [FCA CF] Functions requiring qualifications (26 Sep 2024 to 14 Aug 2025)
  • [FCA CF] Client dealing (26 Sep 2024 to 14 Aug 2025)
• Cindy Jayne Hart

  IRN CXH02059

  • SMF27 Partner (9 Dec 2019 to 9 Dec 2019)
  • CF4 Partner (14 Jun 2016 to 8 Dec 2019)
• Glyn Howard Williams

  IRN GHW01037

  • 14. Managing investments
  • [FCA CF] Functions requiring qualifications (since 4 Jan 2024)
  • CF30 Customer (9 Feb 2017 to 8 Dec 2019)
• Ian John Hart

  IRN IJH01056

  • 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)
  • 14. Managing investments
  • [FCA CF] Client dealing (since 21 Feb 2021)
  • [FCA CF] Manager of certification employee (since 21 Feb 2021)
  • [FCA CF] Functions requiring qualifications (since 21 Feb 2021)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF27 Partner (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsible for Insurance Mediation (14 Jun 2016 to 30 Sep 2018)
  • CF30 Customer (14 Jun 2016 to 8 Dec 2019)
  • CF4 Partner (14 Jun 2016 to 8 Dec 2019)
  • CF10 Compliance Oversight (14 Jun 2016 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (14 Jun 2016 to 8 Dec 2019)
• Jessica Claire Hart

  IRN JXH02919

  • SMF27 Partner (9 Dec 2019 to 9 Dec 2019)
  • CF4 Partner (14 Jun 2016 to 8 Dec 2019)
• Jessica Lyons

  IRN JXL02269

  • 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] Functions requiring qualifications (since 29 Oct 2025)
  • [FCA CF] Client dealing (since 29 Oct 2025)
• Mark Adam Parkin

  IRN MAP01216

  • 14. Managing investments
  • [FCA CF] Functions requiring qualifications (since 29 Dec 2023)
  • CF30 Customer (13 Jun 2019 to 8 Dec 2019)
• Michael Francis Troy

  IRN MFT00003

  • 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
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 18 Feb 2021)
  • [FCA CF] Functions requiring qualifications (since 18 Feb 2021)
  • CF30 Customer (5 Jul 2016 to 8 Dec 2019)
• Peter Leonard George Cotgrove

  IRN PLC01023

  • 14. Managing investments
  • [FCA CF] Functions requiring qualifications (since 29 Dec 2023)
  • [FCA CF] Client dealing (since 29 Dec 2023)
  • CF30 Customer (14 Oct 2016 to 8 Dec 2019)

No changes recorded yet.