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.

  • Richard Powter

    IRN RXP01435

    • Appointed representative dealing with clients for which they require qualification (7 Mar 2022 to 31 May 2024)
  • Ricki Short

    IRN RXS84868

    • 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 9 Dec 2020)
    • CF1 Director (AR) (since 23 Jun 2020)
  • Robert Daniel Price

    IRN RDP00007

    • Appointed representative dealing with clients for which they require qualification (5 Jul 2022 to 31 Mar 2023)
    • CF1 Director (AR) (5 Jul 2022 to 31 Mar 2023)
  • Robert Gabriel Frederick Dann

    IRN RXD00175

    • Appointed representative dealing with clients for which they require qualification (5 May 2021 to 31 Oct 2021)
  • Ross Alex Boulding

    IRN RXB00371

    • 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)
  • Sabet Faizi

    IRN SXF00487

    • Appointed representative dealing with clients for which they require qualification (11 Jul 2024 to 28 Feb 2025)
  • Sabrina Sund

    IRN SXS14642

    • CF1 Director (AR) (10 May 2019 to 20 Feb 2020)
  • Sadieq Khan

    IRN SXK01602

    • 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 9 Dec 2020)
  • Sahadevan Ramiah

    IRN SXR00632

    • Appointed representative dealing with clients for which they require qualification (16 Nov 2022 to 31 Jul 2024)
  • Sajid Ali Mushtaq

    IRN SXM01124

    • 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 3 Mar 2023)

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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