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.

  • Jordan Ryan Lee Clash

    IRN JXC00510

    • CF1 Director (AR) (26 Jan 2023 to 7 Jan 2025)
    • Appointed representative dealing with clients for which they require qualification (5 Dec 2022 to 7 Jan 2025)
  • Jude Dylan Navaratnam

    IRN JXN00317

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 18 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (since 26 Feb 2024)
  • Julian Martin John Burton

    IRN JXB00329

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 9 May 2021)
  • Junaid Muzammal

    IRN JXM03942

    • CF1 Director (AR) (20 Dec 2017 to 12 Mar 2019)
  • Junaid Safiullah

    IRN JXS00293

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 20 Feb 2021)
  • Junior Paul Smith

    IRN JXS00077

    • 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 4 Mar 2024)
    • CF1 Director (AR) (since 2 Mar 2024)
  • Karolina Marcinow

    IRN KXM25965

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 27 Jul 2021)
    • CF1 Director (AR) (13 Dec 2019 to 27 Jul 2021)
  • Karthik Bilakanti

    IRN KXB00576

    • 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 4 Jan 2024)
  • Katie Hannah Giles

    IRN KHG01011

    • CF1 Director (AR) (12 Sep 2018 to 11 Oct 2018)
  • Kayne Singh Ojla

    IRN KXO00140

    • Appointed representative dealing with clients for which they require qualification (16 Nov 2023 to 21 Feb 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.