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.

  • Jamie Baker

    IRN JXB01902

    • Appointed representative dealing with clients for which they require qualification (1 Oct 2023 to 29 Jan 2024)
  • Jamie Frank Gillespie

    IRN JXG00976

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 4 Dec 2025)
    • Appointed representative dealing with clients for which they require qualification (since 4 Dec 2025)
  • Jarrar Amir

    IRN JXA00821

    • 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 2 Mar 2026)
  • Jason McDonald

    IRN JXM03719

    • SMF3 Executive Director (9 Dec 2019 to 10 Oct 2020)
    • Responsible for Insurance Distribution (1 Oct 2018 to 10 Oct 2020)
    • Responsible for Insurance Mediation (25 Jul 2016 to 30 Sep 2018)
    • CF1 Director (25 Jul 2016 to 8 Dec 2019)
  • Jaydevsinh Gohel

    IRN JXG00191

    • Appointed representative dealing with clients for which they require qualification (29 Mar 2022 to 31 Dec 2023)
  • Jingjing Yang

    IRN JXY00083

    • Appointed representative dealing with clients for which they require qualification (20 Feb 2023 to 29 Feb 2024)
  • Joel Thomas Robinson

    IRN JXR00978

    • CF1 Director (AR) (8 Oct 2025 to 4 Dec 2025)
    • Appointed representative dealing with clients for which they require qualification (8 Oct 2025 to 4 Dec 2025)
  • Jonathan David Erwin

    IRN JXE15183

    • CF1 Director (AR) (21 May 2019 to 19 Dec 2019)
  • Jonathan James Smith

    IRN JJS01108

    • Appointed representative dealing with clients for which they require qualification (18 Oct 2023 to 31 Oct 2024)
  • Jordan Ian Allison

    IRN JXA00272

    • CF1 Director (AR) (25 Feb 2024 to 28 Oct 2025)
    • Appointed representative dealing with clients for which they require qualification (7 Sep 2023 to 28 Oct 2025)

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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