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.

  • Steven Derek Bull

    IRN SXB03933

    • 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 9 Dec 2024)
  • Surinder Thompson

    IRN SXT00402

    • Appointed representative dealing with clients for which they require qualification (21 Aug 2023 to 22 Sep 2025)
  • Syed Hadi Haider Naqvi

    IRN SHN01023

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 10 Jul 2024)
  • Syed Khurram Ahmed

    IRN SXA21823

    • 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 4 Dec 2025)
    • CF1 Director (AR) (since 3 Dec 2025)
  • Syma Kauser

    IRN SXK00507

    • Appointed representative dealing with clients for which they require qualification (22 Jun 2022 to 30 Sep 2023)
  • TONY OLUFISAN

    IRN TXO00022

    • Appointed representative dealing with clients for which they require qualification (7 Dec 2020 to 29 Aug 2021)
  • Tahirah Ahmed

    IRN TXA00155

    • Appointed representative dealing with clients for which they require qualification (6 Nov 2023 to 9 May 2025)
    • CF1 Director (AR) (5 Nov 2023 to 9 May 2025)
  • Taj Gill

    IRN TXG00043

    • CF1 Director (AR) (5 Sep 2022 to 31 Aug 2023)
    • Appointed representative dealing with clients for which they require qualification (5 Sep 2022 to 31 Aug 2023)
  • Teresa Swarbrooke

    IRN TXS03709

    • CF1 Director (AR) (8 Jun 2022 to 5 Oct 2023)
    • Appointed representative dealing with clients for which they require qualification (8 Jun 2022 to 5 Oct 2023)
  • Thomas Bolton

    IRN TXB85596

    • Appointed representative dealing with clients for which they require qualification (28 Jun 2022 to 31 May 2024)

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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