Date authorised
1 April 2013
Companies House
05742135
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    St. Georges House
    25 Bridge Street
    Walton-on-Thames
    Surrey
    KT12 1AF
    UNITED KINGDOM
    Phone
    +4401932253939
  • Complaints Contact

    St. Georges House
    25 Bridge Street
    Walton-On-Thames
    Surrey
    KT12 1AF
    UNITED KINGDOM
    Phone
    +4401932253939

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

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  • 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, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Gretchen Petra Nichols

    IRN GPN01025

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 7 Aug 2025)
    • [FCA CF] Functions requiring qualifications (since 7 Aug 2025)
  • Hussain Bhaiji

    IRN HXB01404

    • [FCA CF] Client dealing (4 Jan 2022 to 30 Jun 2022)
    • [FCA CF] Functions requiring qualifications (4 Jan 2022 to 30 Jun 2022)
  • James Roberts

    IRN JXR00109

    • CF30 Customer (1 Nov 2007 to 19 Dec 2007)
    • CF24 Pension Transfer Specialist (1 Aug 2006 to 31 Oct 2007)
  • John Davies

    IRN JXD00020

    • CF30 Customer (1 Nov 2007 to 31 Mar 2009)
    • CF1 Director (1 Aug 2006 to 31 Mar 2009)
    • CF10 Compliance Oversight (1 Aug 2006 to 1 Oct 2008)
    • CF11 Money Laundering Reporting (1 Aug 2006 to 1 Oct 2008)
    • CF21 Investment Adviser (1 Aug 2006 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (1 Aug 2006 to 1 Nov 2007)
    • Responsible for Insurance Mediation (1 Aug 2006 to 31 Mar 2009)
  • John Douglas Wheatley

    IRN JDW00031

    • CF30 Customer (29 Apr 2014 to 11 Feb 2019)
  • Julian Thomas Strauss

    IRN JTS01049

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 21. Advising or arranging (bringing about) equity release transactions
    • SMF3 Executive Director (since 3 Mar 2022)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Significant management (3 Mar 2022 to 4 Mar 2022)
    • CF30 Customer (28 Jan 2019 to 8 Dec 2019)
  • Owen George Salamao

    IRN OXS00042

    • [FCA CF] Client dealing (11 Mar 2021 to 19 Jul 2024)
    • [FCA CF] Functions requiring qualifications (11 Mar 2021 to 19 Jul 2024)
  • Tadzio Terrence Peacock

    IRN TTP00002

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 9 Oct 2025)
    • [FCA CF] Functions requiring qualifications (since 9 Oct 2025)
  • Urszula Demetriades

    IRN UXD00012

    • [FCA CF] Functions requiring qualifications (1 Dec 2024 to 27 Feb 2025)
  • William McGregor Bigmore

    IRN WMB00004

    • CF21 Investment Adviser (1 Aug 2006 to 1 Nov 2006)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.