Date authorised
25 July 2016
Companies House
09903981
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Suite 1, 16a Alderley Road
    Wilmslow
    Cheshire
    SK9 1JX
    UNITED KINGDOM
    Phone
    +4403337000900
  • Complaints Contact

    Suite 1, 16a Alderley Road
    Wilmslow
    Cheshire
    SK9 1JX
    UNITED KINGDOM
    Phone
    +4403337000900

What this firm is allowed to do

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

  • Buy-to-Let Mortgage Admin

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • 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.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

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

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

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

  • 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”.
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

  • Credit Score Services

Approved individuals

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

  • Ben Patrick Christopher Willox

    IRN BXW00273

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 15 May 2025)
  • Bhavik Parmar

    IRN BXP09624

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 20 Apr 2022)
    • CF1 Director (AR) (24 Dec 2018 to 20 Apr 2022)
  • Blair Cottrell

    IRN BXC00167

    • Appointed representative dealing with clients for which they require qualification (6 Apr 2023 to 12 Aug 2025)
  • Camila Visnhescki Facchin

    IRN CXV00113

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 8 Jan 2025)
  • Canpolat Ali

    IRN CXA00260

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 16 Aug 2023)
    • Appointed representative dealing with clients for which they require qualification (since 19 May 2023)
  • Carl Anthony Cashman

    IRN CXC57647

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 14 Jun 2024)
  • Carmen Chen

    IRN CXC00594

    • Appointed representative dealing with clients for which they require qualification (27 Feb 2023 to 29 Feb 2024)
  • Casey James Martin Bridge

    IRN CXB00320

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 25 Sep 2024)
    • CF1 Director (AR) (since 11 Sep 2024)
  • Charles McKew

    IRN CXM00919

    • Appointed representative dealing with clients for which they require qualification (3 Jul 2023 to 21 Feb 2025)
  • Christine Kelly

    IRN CXK00043

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 7 Jan 2021)
    • Appointed representative dealing with clients for which they require qualification (since 7 Jan 2021)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Atif Intasar Nawaz (no longer appointed)

    FRN 989351 · Appointed 29 Dec 2022 · Until 31 Jan 2025

  • Lee Miller (no longer appointed)

    FRN 988676 · Appointed 12 Dec 2022 · Until 6 Oct 2023

  • Nichell Jassi (no longer appointed)

    FRN 419793 · Appointed 1 Dec 2022 · Until 30 Nov 2023

  • Sam Scheitler (no longer appointed)

    FRN 988039 · Appointed 30 Nov 2022 · Until 31 Dec 2023

  • Shoreline Mortgages Ltd (no longer appointed)

    FRN 986904 · Appointed 10 Nov 2022 · Until 31 May 2024

  • Adam Smith (no longer appointed)

    FRN 986307 · Appointed 31 Oct 2022 · Until 23 Oct 2023

  • 1 Leta Finance Limited (no longer appointed)

    FRN 812416 · Appointed 28 Oct 2022 · Until 8 Jan 2024

  • Sheraz Akram (no longer appointed)

    FRN 974420 · Appointed 26 Oct 2022 · Until 31 Mar 2023

  • Christopher Wilkinson (no longer appointed)

    FRN 984846 · Appointed 6 Oct 2022 · Until 31 Oct 2025

  • Vighnaharta Limited (no longer appointed)

    FRN 796322 · Appointed 5 Oct 2022 · Until 2 May 2025

Recent activity

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

No changes recorded yet.