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.

  • Paul Gavin Leo Dempsey

    IRN PGD01051

    • Appointed representative dealing with clients for which they require qualification (22 Aug 2022 to 30 Jun 2024)
  • Paul James Thomas

    IRN PXT00087

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 17 Oct 2022)
  • Paul Verrall

    IRN PXV00017

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 11 Oct 2023)
    • Appointed representative dealing with clients for which they require qualification (since 20 Jun 2023)
  • Peter Marsh

    IRN PXM02757

    • CF10 Compliance Oversight (30 Jan 2018 to 6 Sep 2019)
  • Phillip Kelvin Cope

    IRN PKC01022

    • 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 28 Apr 2026)
    • CF1 Director (AR) (since 27 Apr 2026)
  • Prachandra Shrestha

    IRN PXS00970

    • 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 Dec 2025)
    • CF1 Director (AR) (since 29 Nov 2025)
  • Priyank Niteenkumar Vinchhi

    IRN PXV00035

    • 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 Oct 2025)
  • Pushkar Patel

    IRN PXP00315

    • 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 26 Feb 2024)
    • CF1 Director (AR) (since 23 Feb 2024)
  • Raja Muhammad Iftikhar

    IRN RXI00012

    • Appointed representative dealing with clients for which they require qualification (20 Dec 2021 to 24 Jan 2024)
    • CF1 Director (AR) (20 Dec 2021 to 24 Jan 2024)
  • Rajesh Kumar-Bhardwaj

    IRN RXK01177

    • Appointed representative dealing with clients for which they require qualification (4 Mar 2024 to 28 Nov 2024)
    • CF1 Director (AR) (2 Mar 2024 to 28 Nov 2024)

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.