Date authorised
1 April 2013
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Calbourne House
    Forest Road
    Binfield
    Bracknell
    Berkshire
    RG42 4HP
    UNITED KINGDOM
    Phone
    +4401344301616
  • Complaints Contact

    Calbourne House
    Forest Road
    Binfield
    Bracknell
    Berkshire
    RG42 4HP
    UNITED KINGDOM
    Phone
    +4401344301616

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Islamic Mortgage Advice

    For Customer, Home purchase plans

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • 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.
  • Islamic Mortgage Arranging

    For Customer, Home purchase plans

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Stockbroking

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

  • Islamic Mortgage Setup

    For Customer, Home purchase plans

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Alan Gerald Kitchener

    IRN AGK00004

    • CF1 Director (AR) (12 Feb 2013 to 26 Mar 2015)
    • CF30 Customer (27 Dec 2012 to 26 Mar 2015)
  • Ashton Hadley Eddolls

    IRN AHE01015

    • CF30 Customer (6 Jan 2016 to 24 Nov 2017)
  • Christopher Anthony Marnes Mayes

    IRN CAH00032

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 17. Administrative functions in relation to managing investments
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Sole trader dealing with clients for which they require qualification (since 21 Apr 2021)
    • [FCA CF] Functions requiring qualifications (since 21 Apr 2021)
    • SMF16 Compliance Oversight (since 27 Apr 2020)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 27 Apr 2020)
    • SMF27 Partner (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (15 Jun 2005 to 31 Oct 2007)
    • Responsible for Insurance Mediation (4 Feb 2005 to 30 Sep 2018)
    • CF4 Partner (1 Dec 2001 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
  • Christopher Charles Hillebrandt

    IRN CCH01060

    • CF30 Customer (1 Dec 2010 to 28 Feb 2011)
  • Deborah Lancaster

    IRN DXL01552

    • CF30 Customer (21 Feb 2013 to 26 Mar 2015)
  • Grahame Boyett

    IRN GXB00083

    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 21 Sep 2020)
    • SMF16 Compliance Oversight (9 Dec 2019 to 21 Sep 2020)
    • SMF27 Partner (9 Dec 2019 to 21 Sep 2020)
    • CF30 Customer (1 Nov 2007 to 30 Nov 2012)
    • CF21 Investment Adviser (14 Jun 2005 to 31 Oct 2007)
    • CF4 Partner (1 Dec 2001 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 Dec 2001 to 8 Dec 2019)
  • Ian Kevin Hudson

    IRN IKH01008

    • CF21 Investment Adviser (19 Sep 2006 to 17 Apr 2007)
  • Jill Ellicott

    IRN JXE00079

    • CF30 Customer (19 Jun 2013 to 25 Nov 2019)
  • Sally Anne Booker

    IRN SAB00003

    • CF1 Director (AR) (2 Feb 2015 to 26 Mar 2015)
    • CF30 Customer (15 Dec 2014 to 26 Mar 2015)
  • Samantha Clarke

    IRN SXC02502

    • CF30 Customer (11 Dec 2014 to 26 Mar 2015)

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.