Verus Financial Planning Limited

• Principal Place of Business

  Chapelshade House

  78-84 Bell Street

  Dundee

  Angus

  DD1 1HN

  UNITED KINGDOM

  Phone

  +441382223455

  Web

  https://www.verusfp.co.uk

• Complaints Contact

  Chapelshade House

  78-84 Bell Street

  Dundee

  Angus

  DD1 1HN

  UNITED KINGDOM

  Phone

  +441382223455

• P2P Lending Advice

  For Commercial, Eligible Counterparty, Professional, 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

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · 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, Eligible Counterparty, 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

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  • · 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.

• Authorised to Operate

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

• Arranges Investments

  For Commercial, Eligible Counterparty, 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, Unit, Warrant

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  • · 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.

• Insurance Admin

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

• Investment Setup

  For Commercial, Eligible Counterparty, 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, Unit, Warrant

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  • · 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.

• Alan Paterson

  IRN AXP01984

  • CF2 Non Executive Director (AR) (5 Jan 2011 to 31 Mar 2014)
• Alistair Lauchlan

  IRN AXL02166

  • 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
  • SMF3 Executive Director (since 2 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (6 Jun 2016 to 8 Dec 2019)
• Alister John Link

  IRN AJL00017

  • CF30 Customer (1 Oct 2013 to 31 Mar 2014)
• Andrew Dines

  IRN AXD01673

  • CF30 Customer (5 Aug 2013 to 31 Mar 2014)
• Frederick William Garden

  IRN FWG00001

  • CF30 Customer (10 Apr 2013 to 4 Mar 2014)
• Hannah Gauld

  IRN HXG00163

  • 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)
  • SMF3 Executive Director (since 5 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 28 Nov 2022)
  • [FCA CF] Client dealing (since 28 Nov 2022)
• Jonathan Mark Gibson

  IRN JMG00017

  • CF1 Director (AR) (5 Jan 2011 to 31 Mar 2014)
  • CF1 Director (1 Oct 2010 to 31 Mar 2014)
  • CF30 Customer (1 Oct 2010 to 31 Mar 2014)
  • CF11 Money Laundering Reporting (1 Oct 2010 to 31 Mar 2014)
  • CF10 Compliance Oversight (1 Oct 2010 to 31 Mar 2014)
  • Responsible for Insurance Mediation (1 Oct 2010 to 31 Mar 2014)
• Linsey Congdon

  IRN LXC01880

  • 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)
  • SMF16 Compliance Oversight (since 5 Jan 2026)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 5 Jan 2026)
  • Responsible for Insurance Distribution (since 5 Jan 2026)
  • SMF3 Executive Director (since 5 Jan 2026)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (31 May 2018 to 8 Dec 2019)
• Michael Brown

  IRN MXB02716

  • CF2 Non Executive Director (AR) (23 Feb 2011 to 31 Mar 2014)
• Paul Crichton

  IRN PXC02116

  • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 5 Apr 2024)
  • CF2 Non Executive Director (11 Jun 2014 to 8 Dec 2019)

• Anderson Anderson & Brown Wealth Limited (no longer appointed)

  FRN 537571 · Appointed 13 Dec 2010 · Until 31 Mar 2014

No changes recorded yet.