Date authorised
23 May 2016
Companies House
08120644
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Pine House
    The Square
    Stow on the Wold
    Cheltenham
    Gloucestershire
    GL54 1AF
    UNITED KINGDOM
    Phone
    +4401451830223
  • Complaints Contact

    Pine House
    The Square
    Stow on the Wold
    Cheltenham
    Gloucestershire
    GL54 1AF
    UNITED KINGDOM
    Phone
    +4401451830223

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 Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the administration of debt management plans. In this limitation debt management plans are 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".
  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding the administration of debt management plans In this limitation debt management plans are 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.

  • Daniela Istrati

    IRN DXI00068

    • 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 20 Dec 2023)
  • Eleanor Newell

    IRN EXN56957

    • [FCA CF] Manager of certification employee (since 1 Aug 2025)
    • [FCA CF] Client dealing (since 1 Aug 2025)
  • Juliet Hester Ashbridge

    IRN JHA01051

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (23 May 2016 to 8 Dec 2019)
  • Mark Ashbridge

    IRN MXA03660

    • Responsible for Insurance Distribution (since 24 Apr 2025)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsibility for MCD Intermediation (since 9 May 2017)
    • SMF16 Compliance Oversight (9 Dec 2019 to 2 Jun 2025)
    • CF1 Director (23 May 2016 to 8 Dec 2019)
    • CF10 Compliance Oversight (23 May 2016 to 8 Dec 2019)
  • Robert Chisholm

    IRN RXC01585

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 2 Jun 2025)
    • SMF16 Compliance Oversight (since 2 Jun 2025)
  • Thomas Peter Stephen Brown

    IRN TXB00684

    • [FCA CF] Manager of certification employee (since 2 Jun 2025)
    • [FCA CF] Client dealing (since 2 Jun 2025)
  • Thomas Windett

    IRN TXW00169

    • [FCA CF] Manager of certification employee (since 17 Jan 2022)
    • [FCA CF] Client dealing (since 20 Jul 2020)
  • Timothy Donald George Miles-Marsh

    IRN TDM01037

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Jun 2024)

Recent activity

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

No changes recorded yet.