Poole Townsend Financial Services Ltd
Reference number: 807084
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Identity
Check their details
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Verified website
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Verified phone number
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Verified address
69-75 Duke Street, Barrow-in-Furness, Cumbria, LA14 1RP, United Kingdom
Company details
From the company's Companies House record.
- Company number
- 10964550
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 14 September 2017 (8 years old)
- Registered office
- 69 - 75 Duke Street, Barrow In Furness, Cumbria, LA14 1RP, England
- Nature of business
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- Financial management (SIC 70221)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Derek William Pearce | Director | Dec 1964 | 14 Sep 2017 |
| Joanne Charlotte Copeland | Director | Mar 1968 | 1 Sep 2018 |
| Trystan Bleddyn Roberts | Director | Aug 1971 | 1 Sep 2018 |
| Michelle Marjorie Proctor | Director | Dec 1975 | 18 Oct 2024 |
| Stephanie Woodward | Director | Feb 1987 | 18 Oct 2024 |
| Joanne Elizabeth Armer | Director | Apr 1986 | 18 Oct 2024 |
| Amanda Jayne Burrows | Director | Apr 1975 | 18 Oct 2024 |
| Bradley Pearce | Director | Oct 1984 | 18 Oct 2024 |
Activities and protection
What they can do, and how you are protected
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Show FCA detail (11 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
Limits on what they may do
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Derivatives as incidental services only.
The firm must not carry on a permitted activity concerning the sale of an option (including a commodity option) or future (including commodity future), except where the activity is incidental to services to a particular client..
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
Action taken against them
Previously registered as
The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- Poole Townsend Solicitors Ltd
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