Date authorised
1 April 2013
Companies House
04232613
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Chesterton Grant
    Unit 3
    Evolution
    Lakeside Business Village
    Deeside
    Flintshire
    CH5 3XP
    UNITED KINGDOM
    Phone
    +4401244526888
  • Complaints Contact

    Chesterton Grant
    Unit 3
    Evolution
    Lakeside Business Village
    Deeside
    Flintshire
    CH5 3XP
    UNITED KINGDOM
    Phone
    +4401244526888

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.

  • Alexander Hugh Goddard

    IRN AXG01111

    • [FCA CF] Functions requiring qualifications (27 Oct 2025 to 20 Feb 2026)
  • Barry Thompson

    IRN BXT00031

    • SMF16 Compliance Oversight (since 23 Dec 2019)
  • Beverley Marie Rawes

    IRN BXR00095

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 26 Feb 2024)
  • Brittany Maddocks

    IRN BXM00392

    • [FCA CF] Functions requiring qualifications (24 Jul 2024 to 25 Oct 2024)
  • Claire Doyle

    IRN CXD20899

    • [FCA CF] Functions requiring qualifications (14 Dec 2020 to 10 Jun 2021)
  • David Anthony Rooney

    IRN DAR00035

    • SMF3 Executive Director (since 5 Apr 2024)
    • [FCA CF] Manager of certification employee (6 Nov 2020 to 1 Nov 2023)
    • CF28 Systems and controls (1 Nov 2007 to 3 Nov 2009)
    • CF8 Apportionment and Oversight (2 Nov 2004 to 31 Mar 2009)
    • CF13 Finance (2 Nov 2004 to 31 Oct 2007)
    • CF1 Director (2 Nov 2004 to 3 Nov 2009)
    • CF15 Internal Audit (2 Nov 2004 to 31 Oct 2007)
  • David Kennedy

    IRN DXK00045

    • SMF3 Executive Director (9 Dec 2019 to 19 Feb 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 19 Feb 2024)
    • CF10 Compliance Oversight (4 Apr 2017 to 6 Dec 2019)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 19 Feb 2024)
    • Responsible for Insurance Mediation (5 Jul 2007 to 30 Sep 2018)
    • CF1 Director (5 Jul 2007 to 8 Dec 2019)
  • David Matthew Pritchard

    IRN DXP00108

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 6 Nov 2020)
  • Gareth Emlyn Hughes

    IRN GXH00237

    • [FCA CF] Functions requiring qualifications (21 Jul 2021 to 1 Feb 2022)
  • Harrison William Davies

    IRN HXD00202

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 5 Sep 2024)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.