Date authorised
1 April 2013
Companies House
04941731
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Pencarrow
    Crowcombe
    Taunton
    Somerset
    TA4 4AE
    UNITED KINGDOM
    Phone
    +4407786511332
  • Complaints Contact

    14 Gordons Close
    Taunton
    Somerset
    TA1 3DA
    UNITED KINGDOM
    Phone
    +4407786511332

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

  • 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
    • · This permission is limited to debt counselling with no debt management activity
  • 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.

  • Christopher Ronald Fitzgerald

    IRN CRF00001

    • 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 1 Jan 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 7 Apr 2025)
    • SMF16 Compliance Oversight (9 Dec 2019 to 7 Apr 2025)
    • Responsible for Insurance Distribution (1 Oct 2018 to 7 Apr 2025)
    • Responsibility for MCD Intermediation (25 Aug 2016 to 7 Apr 2025)
    • CF8 Apportionment and Oversight (31 Mar 2009 to 8 Dec 2019)
    • CF10 Compliance Oversight (31 Mar 2009 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (31 Mar 2009 to 8 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF22 Investment Adviser (Trainee) (3 Apr 2006 to 31 Oct 2007)
    • CF1 Director (3 Apr 2006 to 8 Dec 2019)
    • Responsible for Insurance Mediation (3 Apr 2006 to 30 Sep 2018)
  • Daniel Grant Boyd-Payne

    IRN DXB00696

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Responsibility for MCD Intermediation (since 1 Apr 2025)
    • SMF3 Executive Director (since 1 Apr 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 1 Apr 2025)
    • SMF16 Compliance Oversight (since 1 Apr 2025)
    • Responsible for Insurance Distribution (since 1 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 2 Aug 2021)
  • Huw David Frederickson

    IRN HDF00002

    • 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 1 Feb 2022)
  • Jonathan Swannack

    IRN JXS00021

    • CF30 Customer (1 Nov 2007 to 17 Sep 2010)
    • CF11 Money Laundering Reporting (3 Apr 2006 to 26 Jan 2009)
    • CF8 Apportionment and Oversight (3 Apr 2006 to 26 Jan 2009)
    • CF10 Compliance Oversight (3 Apr 2006 to 26 Jan 2009)
    • CF1 Director (3 Apr 2006 to 26 Jan 2009)
    • CF21 Investment Adviser (3 Apr 2006 to 31 Oct 2007)
  • Michael Allen Plant

    IRN MXP00584

    • 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 1 Jan 2022)
  • Roger David Dekkers

    IRN RDD01049

    • CF30 Customer (1 May 2012 to 31 Oct 2014)
  • Steven Malcolm Fitzgerald

    IRN SMF01071

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2022)
  • Thomas Edward Fitzgerald

    IRN TXF00213

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 13 Aug 2024)
  • Timothy Nicholas Brayne

    IRN TNB01021

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Responsibility for MCD Intermediation (since 13 Oct 2022)
    • Responsible for Insurance Distribution (since 13 Oct 2022)
    • SMF16 Compliance Oversight (since 13 Oct 2022)
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (22 Apr 2009 to 8 Dec 2019)

Recent activity

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

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