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.

  • Timothy Charles Giles

    IRN TXG00153

    • 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 1 Apr 2026)
    • CF1 Director (AR) (since 23 Mar 2026)
  • Timothy Philip McInally

    IRN TXM13164

    • 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 2020)
    • CF1 Director (AR) (since 28 Mar 2019)
  • Tracey Ada Whiteside

    IRN TAW00015

    • CF1 Director (AR) (13 Jan 2020 to 15 Sep 2020)
  • Tracey Graham

    IRN TXG26807

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 28 Feb 2023)
    • CF1 Director (AR) (9 Jan 2020 to 28 Feb 2023)
  • Tristan Lee Linton Haines

    IRN TLH01047

    • CF1 Director (AR) (6 Jun 2018 to 15 Jun 2021)
  • Tushar Gadikar

    IRN TXG01468

    • CF1 Director (AR) (10 Oct 2022 to 2 May 2025)
  • UMAIR HAFEEZ

    IRN UXH00009

    • 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 21 Dec 2022)
  • Victoria Cebotari

    IRN VXC00103

    • Appointed representative dealing with clients for which they require qualification (7 Sep 2022 to 5 Jan 2024)
  • Viki Chadwick

    IRN VXC00128

    • CF1 Director (AR) (28 Dec 2023 to 29 Jan 2024)
    • Appointed representative dealing with clients for which they require qualification (27 Jul 2023 to 29 Jan 2024)
  • Viktoras Vasilkevicius

    IRN VXV01204

    • CF1 Director (AR) (26 Aug 2022 to 20 Sep 2022)

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.