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.

  • Matthew Jones

    IRN MXJ00382

    • Appointed representative dealing with clients for which they require qualification (13 Mar 2023 to 31 Jul 2023)
  • Matthew Lee Jones

    IRN MXJ00177

    • CF1 Director (AR) (13 Mar 2023 to 31 Jul 2023)
  • Matthew Lewis Rainbow

    IRN MXR00236

    • CF1 Director (AR) (25 Jul 2023 to 30 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (23 Jun 2023 to 30 Jun 2025)
  • Mayuri Bhalsod

    IRN MXB04129

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 30 Nov 2021)
    • CF1 Director (AR) (5 Jul 2018 to 30 Nov 2021)
  • Md Shafiqul Alam

    IRN MXA00903

    • 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 29 Jul 2025)
    • CF1 Director (AR) (since 28 Jul 2025)
  • Meena Jakhu

    IRN MXJ00076

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 30 Nov 2023)
    • Appointed representative dealing with clients for which they require qualification (since 24 Oct 2023)
  • Megan Milner

    IRN MXM01165

    • 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 Apr 2023)
  • Meghan Williams

    IRN MXW00752

    • Appointed representative dealing with clients for which they require qualification (31 Aug 2023 to 28 Feb 2024)
  • Melvin Davies

    IRN MXD00700

    • 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 6 Nov 2023)
    • CF1 Director (AR) (since 5 Nov 2023)
  • Michael Mcdonald Bell

    IRN MXB00269

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 28 Aug 2021)

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.