Date authorised
1 April 2013
Companies House
04311930
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    1 Beta Centre
    262 Ringwood Road
    Poole
    BH14 0RS
    UNITED KINGDOM
    Phone
    +441243776688
  • Complaints Contact

    1 Beta Centre
    262 Ringwood Road
    Poole
    BH14 0RS
    UNITED KINGDOM
    Phone
    +441243776688

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Investment Advice (no pensions)

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

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, 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
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Penelope Julie Marie Dimmick

    IRN PJD00006

    • [FCA CF] Client dealing (since 1 Feb 2024)
  • Piers Gooderham

    IRN PXG00210

    • [FCA CF] Functions requiring qualifications (1 Dec 2022 to 1 Dec 2025)
  • Richard Young

    IRN RXY00025

    • [FCA CF] Client dealing (1 Dec 2020 to 2 Dec 2020)
    • [FCA CF] Functions requiring qualifications (1 Jan 2020 to 17 Jan 2022)
  • Scott Talbot

    IRN SXT00179

    • [FCA CF] Client dealing (since 1 Jan 2025)
  • Seema Chugh

    IRN SXC00796

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 17 Jun 2022)
    • Appointed representative dealing with clients for which they require qualification (17 May 2022 to 18 May 2022)
    • [FCA CF] Client dealing (17 May 2022 to 18 May 2022)
  • Stacy Davison

    IRN SXD50785

    • [FCA CF] Client dealing (1 Dec 2020 to 2 Dec 2020)
    • [FCA CF] Functions requiring qualifications (8 Jun 2020 to 1 Dec 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.