Winstree Financial Services Ltd

• Principal Place of Business

  Winstree Financial Services

  Wellington House 90-92

  Butt Road

  Colchester

  Essex

  CO3 3DA

  UNITED KINGDOM

  Phone

  +4401206982828

  Web

  https://www.winstreefinancial.co.uk

• Complaints Contact

  Winstree Financial Services

  Wellington House 90-92

  Butt Road

  Colchester

  Essex

  CO3 3DA

  UNITED KINGDOM

  Phone

  +4401206982828

• 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 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

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

• Daniel Hunwick

  IRN DXH00512

  • Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2025)
• Daniel Pegler

  IRN DAP01163

  • [FCA CF] Functions requiring qualifications (19 Oct 2023 to 7 Jan 2026)
• Daniel Ward

  IRN DXW00324

  • Sole trader dealing with clients for which they require qualification (31 Mar 2021 to 1 Nov 2021)
  • Appointed representative dealing with clients for which they require qualification (31 Mar 2021 to 1 Nov 2021)
  • [FCA CF] Client dealing (31 Mar 2021 to 1 Nov 2021)
  • [FCA CF] Functions requiring qualifications (31 Mar 2021 to 1 Nov 2021)
• David Carsons

  IRN DXC00555

  • [FCA CF] Functions requiring qualifications (15 Mar 2024 to 1 Sep 2024)
• Domingo Kent

  IRN DXK00490

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 1 Feb 2026)
• Elaine Corrie

  IRN EXC00131

  • [FCA CF] Client dealing (3 Sep 2025 to 11 Nov 2025)
  • [FCA CF] Functions requiring qualifications (3 Sep 2025 to 11 Nov 2025)
• Esther Rebekah Field

  IRN EXF00071

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 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 3 Sep 2025)
• Gerard Martin Murray

  IRN GXM00502

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 18 Feb 2026)
• James Alexander Wimbleton

  IRN JXW01074

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • [FCA CF] Functions requiring qualifications (since 14 May 2024)
• James Harry Bolton

  IRN JXB04205

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 1 Dec 2025)

No changes recorded yet.