Financial Options (N.E.) Limited
Investment and advice, Wealth/investment advisor
7 Frithside Street, Fraserburgh, Aberdeenshire, AB43 9AR
Summary
Financial Options (N.E.) Limited is a Aberdeenshire-based wealth/investment advisor. It was first authorised by the FCA in 2021. It has permissions related to credit, investments, mortgages & home finance, and pensions.
Timeline
Role appointment: [FCA CF] Client dealing (Mr John Bruce Milton)
Role appointment: [FCA CF] Functions requiring qualifications (Mr John Bruce Milton)
Role appointment: Director of firm who is not a certification employee or a SMF manager (Catherine Knowles Pirie)
Firm permissions
Director of firm who is not a certification employee or a SMF manager
Catherine Knowles Pirie
CPD20 - Advising or arranging regulated mortgage contracts
Mr Colin Pirie
CPD20 - Advising or arranging regulated mortgage contracts
Mr John Bruce Milton
CPD20 - Advising or arranging regulated mortgage contracts
Mr Simon Pirie
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Colin Pirie
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr John Bruce Milton
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Simon Pirie
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr John Bruce Milton
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Simon Pirie
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Colin Pirie
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Simon Pirie
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Colin Pirie
FAQ
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