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.

  • Huma Altaf

    IRN HXA00099

    • Appointed representative dealing with clients for which they require qualification (14 Jun 2021 to 17 Jan 2023)
  • Ian Fraser

    IRN IXF01197

    • Appointed representative dealing with clients for which they require qualification (30 Aug 2023 to 31 Oct 2024)
    • CF1 Director (AR) (19 Jun 2023 to 31 Oct 2024)
  • Ian James Kaye

    IRN IJK00006

    • Appointed representative dealing with clients for which they require qualification (4 Sep 2023 to 6 Nov 2023)
    • CF1 Director (AR) (1 Sep 2023 to 6 Nov 2023)
  • Imtiaz Khan

    IRN IXK00028

    • CF1 Director (AR) (28 Sep 2022 to 3 Jan 2025)
    • Appointed representative dealing with clients for which they require qualification (28 Jul 2022 to 3 Jan 2025)
  • Izran Bashir

    IRN IXB00170

    • 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 Oct 2022)
  • Jack Anthony Duffy

    IRN JXD00398

    • CF1 Director (AR) (26 Jun 2023 to 6 Mar 2024)
    • Appointed representative dealing with clients for which they require qualification (4 May 2023 to 6 Mar 2024)
  • Jacob Yeboah

    IRN JXY00072

    • Appointed representative dealing with clients for which they require qualification (1 Oct 2022 to 31 Jul 2023)
  • Jacob ogbekene

    IRN JXO00334

    • CF1 Director (AR) (since 30 Apr 2026)
  • James Cornelius

    IRN JXC00539

    • 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 25 Oct 2023)
    • CF1 Director (AR) (since 25 Oct 2023)
  • James Elsaba

    IRN JXE01287

    • CF1 Director (AR) (21 Dec 2022 to 31 May 2024)
    • Appointed representative dealing with clients for which they require qualification (1 Nov 2022 to 31 May 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.