Date authorised
1 April 2013
Companies House
06840496
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Barn
    Waterloo Road
    Wokingham
    Berkshire
    RG40 3BY
    UNITED KINGDOM
    Phone
    +4401184028971
  • Complaints Contact

    The Barn
    Waterloo Road
    Wokingham
    Berkshire
    RG40 3BY
    UNITED KINGDOM
    Phone
    +4401184028971

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 Commercial, Retail (Non-Investment Insurance)

  • 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 2 limitations
    • · This permission is limited to debt counselling with no debt management activity
    • · This permission is limited to Debt Counselling which is provided in connection with buy to let mortgages and non-investment insurance advice.
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

  • Credit Score Services

    Show 1 limitation
    • · This permission is limited to not carrying out credit repair services

Approved individuals

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

  • Andrew Nigel Clark

    IRN ANC00002

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 18 Dec 2025)
    • SMF16 Compliance Oversight (9 Dec 2019 to 18 Dec 2025)
    • SMF3 Executive Director (9 Dec 2019 to 18 Dec 2025)
    • Responsible for Insurance Distribution (1 Oct 2018 to 18 Dec 2025)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 18 Dec 2025)
    • CF10 Compliance Oversight (21 Jul 2009 to 8 Dec 2019)
    • CF1 Director (21 Jul 2009 to 8 Dec 2019)
    • Responsible for Insurance Mediation (21 Jul 2009 to 30 Sep 2018)
    • CF30 Customer (21 Jul 2009 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (21 Jul 2009 to 8 Dec 2019)
  • Franky May Green

    IRN GXF11035

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Jun 2023)
  • Robert Cousins

    IRN RXC00883

    • 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 1 Sep 2025)
  • Robert Melvyn Poole

    IRN RMP00017

    • CF1 Director (21 Jul 2009 to 29 Mar 2019)
    • CF30 Customer (21 Jul 2009 to 29 Mar 2019)
  • Simon Michael Orton

    IRN SMO01046

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • Responsibility for MCD Intermediation (since 23 Oct 2025)
    • SMF3 Executive Director (since 23 Oct 2025)
    • SMF16 Compliance Oversight (since 23 Oct 2025)
    • Responsible for Insurance Distribution (since 23 Oct 2025)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)

Recent activity

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

No changes recorded yet.