Date authorised
14 August 2017
Companies House
06764971
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    8 Webster Court
    Carina Park
    Westbrook
    Warrington
    Cheshire
    WA5 8WD
    UNITED KINGDOM
    Phone
    +441925711558
  • Complaints Contact

    8 Webster Court
    Carina Park
    Westbrook
    Warrington
    Cheshire
    WA5 8WD
    UNITED KINGDOM
    Phone
    +441925711558

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.

  • Alison Deborah Gibson

    IRN ADG01128

    • 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 9 Dec 2020)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 14 Aug 2017)
    • Responsible for Insurance Mediation (14 Aug 2017 to 30 Sep 2018)
    • CF10 Compliance Oversight (14 Aug 2017 to 8 Dec 2019)
    • CF1 Director (14 Aug 2017 to 8 Dec 2019)
  • Courtney Elizabeth Jones

    IRN CXJ00179

    • [FCA CF] Functions requiring qualifications (4 Nov 2024 to 14 May 2025)
  • David Gibson

    IRN DXG01748

    • SMF3 Executive Director (9 Dec 2019 to 19 Oct 2023)
    • CF1 Director (14 Aug 2017 to 8 Dec 2019)
  • Ellie Morgan

    IRN EXM00319

    • [FCA CF] Functions requiring qualifications (30 Nov 2022 to 15 Mar 2024)
  • Heather Caroline Mitchell

    IRN HXM00074

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Jul 2020)
  • James Peter Quigley

    IRN JXQ00008

    • [FCA CF] Functions requiring qualifications (18 Nov 2024 to 19 Sep 2025)
    • Appointed representative dealing with clients for which they require qualification (18 Nov 2024 to 19 Nov 2024)
  • Jardelle Moran-Bakes

    IRN JXM04070

    • [FCA CF] Functions requiring qualifications (19 Jun 2024 to 23 Oct 2024)
  • Jyoti Banga

    IRN JXB00326

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Apr 2021)
  • Kevin David Gibson

    IRN KDG01021

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (14 Aug 2017 to 8 Dec 2019)
  • Louise Burton

    IRN LXC01407

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Aug 2020)

Recent activity

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

No changes recorded yet.