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.

  • Christopher John Hornby

    IRN CXH00177

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 2 Jul 2021)
  • Christopher Wilkinson

    IRN CXW01383

    • Appointed representative dealing with clients for which they require qualification (6 Oct 2022 to 31 Oct 2025)
  • Chun Him Yeung

    IRN CXY00046

    • CF1 Director (AR) (9 Oct 2023 to 3 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (21 Jun 2023 to 3 Feb 2026)
  • Claire Clay

    IRN CXC00727

    • 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 2023)
    • CF1 Director (AR) (since 28 Nov 2023)
  • Conrad Peter Nolan

    IRN CXN00064

    • CF1 Director (AR) (7 Jun 2024 to 25 Jun 2024)
  • Craig Robert Gregory

    IRN CXG73378

    • Appointed representative dealing with clients for which they require qualification (6 Jan 2025 to 15 Oct 2025)
  • DEEPESH SHARMA

    IRN DXS00322

    • Appointed representative dealing with clients for which they require qualification (1 Jan 2021 to 7 Sep 2021)
  • Danish Hussain Rashid

    IRN DXR00113

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 1 Apr 2021)
  • David Chipiro

    IRN DXC00553

    • Appointed representative dealing with clients for which they require qualification (2 Aug 2022 to 28 Jan 2026)
    • CF1 Director (AR) (1 Aug 2022 to 28 Jan 2026)
  • David James Cooper

    IRN DJC01522

    • CF1 Director (AR) (19 Mar 2018 to 19 Jan 2020)

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.