Date authorised
4 June 2014
Companies House
08922494
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Nedern House
    Symondscliffe Way
    Portskewett
    Caldicot
    Gwent
    NP26 5PW
    UNITED KINGDOM
    Phone
    +441291431818
  • Complaints Contact

    Alison Burcher
    Nedern House
    Symondscliffe Way
    Portskewett
    Caldicot
    Gwent
    NP26 5PW
    UNITED KINGDOM

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

  • P2P Lending Advice

    For Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For 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 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

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

Approved individuals

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

  • Alison Burcher

    IRN AXB03195

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 31 Mar 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • Responsible for Insurance Mediation (4 Jun 2014 to 30 Sep 2018)
    • CF1 Director (4 Jun 2014 to 8 Dec 2019)
  • David James Beavis

    IRN DXB01209

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 6 Apr 2023)
  • David James Beavis

    IRN DJB00030

    • Appointed representative dealing with clients for which they require qualification (31 Mar 2021 to 5 Oct 2022)
  • Dhiren Patel

    IRN DXP00261

    • Sole trader dealing with clients for which they require qualification (31 Mar 2021 to 30 Nov 2021)
  • Heidi Venables

    IRN HXV00012

    • [FCA CF] Functions requiring qualifications (10 Dec 2020 to 5 Oct 2022)
  • Steven John Veale

    IRN SJV00003

    • Sole trader dealing with clients for which they require qualification (31 Mar 2021 to 31 Jul 2021)

Recent activity

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

No changes recorded yet.