Date authorised
10 August 2015
Companies House
06423453
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    817 Southchurch Road
    Southend-on-Sea
    Essex
    SS1 2PP
    UNITED KINGDOM
    Phone
    +4401702619221
  • Complaints Contact

    817 Southchurch Road
    Southend-on-Sea
    Essex
    SS1 2PP
    UNITED KINGDOM
    Phone
    +441702619221

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.

  • Adam Joseph Tarr

    IRN AJT01248

    • 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 4 Dec 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (18 Jul 2013 to 8 Dec 2019)
  • Agata Skoneczna

    IRN AXS00145

    • Appointed representative dealing with clients for which they require qualification (31 Mar 2024 to 27 Feb 2026)
    • [FCA CF] Functions requiring qualifications (31 Mar 2024 to 27 Feb 2026)
  • Anna Tahsin

    IRN AXT00175

    • Appointed representative dealing with clients for which they require qualification (8 Mar 2023 to 7 Jun 2024)
    • [FCA CF] Functions requiring qualifications (8 Mar 2023 to 7 Jun 2024)
  • Donna Puncher

    IRN DXP00338

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 6 Dec 2021)
  • Gemma Anne Farrington

    IRN GXF00041

    • 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 4 Dec 2020)
  • Ian Richard Clarke

    IRN IXC00053

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Dec 2020)
  • Lee Steven Farrington

    IRN LSF01025

    • 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 4 Dec 2020)
    • 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 6 May 2016)
    • CF10 Compliance Oversight (4 May 2017 to 8 Dec 2019)
    • CF1 Director (18 Jul 2013 to 8 Dec 2019)
    • Responsible for Insurance Mediation (18 Jul 2013 to 30 Sep 2018)
  • Sarah Yeates

    IRN SXY00031

    • 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 4 Dec 2020)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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