Date authorised
3 April 2023
Companies House
13859849
Last scraped
6 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Tumbledown
    Norwich Road
    Woodton
    Bungay
    Norfolk
    NR35 2LP
    UNITED KINGDOM
    Phone
    +441508483983
  • Complaints Contact

    Tumbledown
    Norwich Road
    Woodton
    Bungay
    Norfolk
    NR35 2LP
    UNITED KINGDOM
    Phone
    +441508483983

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • 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.
  • Arranges Investments

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

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • 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”.
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

Approved individuals

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

  • Adam John Davies

    IRN AXD00127

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 12 Dec 2023)
  • Gerard Boon

    IRN GXB02347

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 1 May 2023)
    • SMF3 Executive Director (since 3 Apr 2023)
    • Responsible for Insurance Distribution (since 3 Apr 2023)
    • Responsibility for MCD Intermediation (since 3 Apr 2023)
    • SMF16 Compliance Oversight (since 3 Apr 2023)
  • Helen Allman

    IRN HXA00188

    • [FCA CF] Functions requiring qualifications (3 Apr 2023 to 13 Nov 2023)
  • Jacob Marjoram

    IRN JXM01421

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 24 Jul 2024)
  • Jay Blackaby

    IRN JXB00276

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 3 Apr 2023)
  • Joshua Lillie

    IRN JXL00319

    • [FCA CF] Functions requiring qualifications (3 Apr 2023 to 20 Mar 2026)
  • Kathryn Elizabeth Hailes

    IRN KXH00194

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 3 Apr 2023)
  • Lucinda Robinson

    IRN LXR00116

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 3 Apr 2023)
  • Luke Andrew Bell

    IRN LXB50203

    • [FCA CF] Functions requiring qualifications (10 Feb 2025 to 20 Mar 2026)
  • Nathan Alan William Colin Faulkner

    IRN NXF00195

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 20 Mar 2026)

Recent activity

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

No changes recorded yet.