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

• James Michael Over

  IRN JMO01078

  • Appointed representative dealing with clients for which they require qualification (25 Oct 2024 to 28 Jan 2025)
• John Howker

  IRN JXH00449

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 1 Feb 2025)
• Jolanta Mosiolek Hussain

  IRN JXM04086

  • 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 27 Oct 2025)
• Kevin Allen Bullock

  IRN KXB00184

  • [FCA CF] Client dealing (1 Oct 2025 to 6 Mar 2026)
  • [FCA CF] Functions requiring qualifications (1 Oct 2025 to 11 Mar 2026)
• Krzysztof Buda

  IRN KXB02138

  • 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] Benchmark submission and administration (since 31 Mar 2021)
  • [FCA CF] Client dealing (since 31 Mar 2021)
  • [FCA CF] Functions requiring qualifications (since 31 Mar 2021)
  • [FCA CF] Manager of certification employee (since 31 Mar 2021)
  • [FCA CF] Significant management (since 31 Mar 2021)
  • [PRA CF] Key function holder (since 31 Mar 2021)
  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (since 31 Aug 2018)
  • CF10 Compliance Oversight (31 Aug 2018 to 8 Dec 2019)
  • CF1 Director (31 Aug 2018 to 8 Dec 2019)
  • Responsible for Insurance Mediation (31 Aug 2018 to 30 Sep 2018)
• Lauren Wakely

  IRN LXW00386

  • 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 8 Dec 2023)
• Laythan Barrett

  IRN LXB00128

  • 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 12 Jul 2024)
• Luke Ealden

  IRN LXE00149

  • [FCA CF] Functions requiring qualifications (28 Oct 2025 to 3 Nov 2025)
• Luke Fairbrass

  IRN LXF00142

  • Director of firm who is not a certification employee or a SMF manager (since 1 Sep 2025)
• Mala Mansukhlal Bhura

  IRN MXB00680

  • 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 Jul 2023)

No changes recorded yet.