White Financial Services Limited

• Principal Place of Business

  19 Staplegrove Road

  Taunton

  Somerset

  TA1 1DE

  UNITED KINGDOM

  Phone

  +4401823340711

  Web

  https://www.whitefinancialservices.co.uk

• Complaints Contact

  19 Staplegrove Road

  Taunton

  Somerset

  TA1 1DE

  UNITED KINGDOM

  Phone

  +4401823340711

• Buy-to-Let Mortgage Admin

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Investment Advice (no pensions)

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

• 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 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 2 limitations Hide limitations

  • · This permission is limited to debt counselling with no debt management activity
  • · This permission is limited to debt counselling which is provided in connection with investment advice, buy to let mortgages and second charge mortgages

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

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

• Charlie Reynonds

  IRN CXR00548

  • [FCA CF] Functions requiring qualifications (1 Jul 2024 to 16 Jul 2024)
• Daniel White

  IRN DXW01852

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • SMF16 Compliance Oversight (since 24 Jan 2024)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (since 21 Mar 2016)
  • CF1 Director (13 May 2013 to 8 Dec 2019)
  • Responsible for Insurance Mediation (13 May 2013 to 30 Sep 2018)
• Graham John Hambly

  IRN GXH00045

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jan 2022)
• Kathryn Lott

  IRN KXL00286

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 23 Apr 2026)
  • [FCA CF] Functions requiring qualifications (15 Nov 2023 to 1 Apr 2025)
• Martin Gregory Ross

  IRN MGR01040

  • [FCA CF] Functions requiring qualifications (24 Mar 2022 to 30 Nov 2023)
• Peter Boyd Houston

  IRN PXH90997

  • [FCA CF] Functions requiring qualifications (25 Jan 2023 to 17 Apr 2023)
• Ruth Lanham

  IRN RXL00235

  • [FCA CF] Functions requiring qualifications (5 Sep 2022 to 31 Oct 2022)

No changes recorded yet.