Date authorised
3 July 2018
Companies House
11048825
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Suite G9
    The Business Centre
    Cardiff House
    Priority Business Park
    BARRY
    Vale of Glamorgan
    CF63 2AW
    UNITED KINGDOM
    Phone
    +442920641098
  • Complaints Contact

    Suite G9
    The Business Centre
    Cardiff House
    Priority Business Park
    BARRY
    Vale of Glamorgan
    CF63 2AW
    UNITED KINGDOM
    Phone
    +442920641098

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
    • · This permission is limited to debt adjusting with no debt management activity
  • 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.

  • Antonio Arcopinto

    IRN AXA00005

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 2 May 2023)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF10 Compliance Oversight (3 Jul 2018 to 8 Dec 2019)
    • Responsible for Insurance Mediation (3 Jul 2018 to 30 Sep 2018)
    • CF1 Director (3 Jul 2018 to 8 Dec 2019)
  • COLIN MORGAN

    IRN CXM02789

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Responsible for Insurance Distribution (since 15 May 2026)
    • Responsibility for MCD Intermediation (since 15 May 2026)
    • SMF16 Compliance Oversight (since 27 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2025)
    • SMF3 Executive Director (since 28 Aug 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.