Date authorised
27 November 2024
Companies House
12750462
Last scraped
4 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    11 Allandale Road
    Burnham-On-Sea
    Somerset
    TA8 2HG
    UNITED KINGDOM
    Phone
    +4401278784400
  • Complaints Contact

    11 Allandale Road
    Burnham-On-Sea
    Somerset
    TA8 2HG
    UNITED KINGDOM
    Phone
    +4401278784400

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

    Show 2 limitations
    • · Firm is not permitted to carry on this activity in relation to lifetime mortgages
    • · Firm is permitted to carry on this activity in relation to first charge mortgages only
  • 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

    Show 2 limitations
    • · Firm is permitted to carry on this activity in relation to first charge mortgages only
    • · Firm is not permitted to carry on this activity in relation to lifetime mortgages
  • 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.

  • Charlotte Lifton

    IRN CXC91556

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF3 Executive Director (since 27 Nov 2024)
    • [FCA CF] Functions requiring qualifications (since 27 Nov 2024)
    • Responsible for Insurance Distribution (since 27 Nov 2024)
    • SMF16 Compliance Oversight (since 27 Nov 2024)
    • Responsibility for MCD Intermediation (since 27 Nov 2024)
  • Emma Louise Clifford

    IRN EXP00113

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 10 Feb 2026)
  • Emma Louise Evans

    IRN EXE00025

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 27 Nov 2024)
  • Marcus Lifton

    IRN MXL00156

    • SMF3 Executive Director (since 27 Nov 2024)
  • Victoria Wadley

    IRN VXW00055

    • [FCA CF] Functions requiring qualifications (23 Apr 2025 to 19 Sep 2025)

Recent activity

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

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