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.

  • Alan Robert Kneale

    IRN AXK12057

    • CF1 Director (AR) (1 Mar 2019 to 3 Sep 2020)
  • Alastair Robert Bowser

    IRN AXB01916

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 30 Mar 2026)
    • CF1 Director (AR) (12 Mar 2019 to 30 Mar 2026)
  • Alfraz Khan

    IRN AXK00825

    • Appointed representative dealing with clients for which they require qualification (12 Oct 2023 to 31 Oct 2024)
  • Alice Elaine Hale

    IRN AXH00366

    • 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 Jun 2023)
  • Alison Banks

    IRN AXB02275

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2020)
  • Allan Davis

    IRN AXD00287

    • 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 7 Dec 2020)
  • Amani Omar

    IRN AXO01189

    • Appointed representative dealing with clients for which they require qualification (14 Nov 2022 to 12 Jul 2024)
    • CF1 Director (AR) (22 Jul 2022 to 12 Jul 2024)
  • Andrea Timberlake

    IRN AXT02271

    • CF1 Director (AR) (8 Jun 2018 to 15 Jun 2021)
  • Andrew Barnes

    IRN AXB00078

    • CF1 Director (AR) (3 Jul 2018 to 12 Mar 2019)
  • Andrew David Forsey

    IRN AXF00107

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 8 Mar 2021)

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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