Date authorised
1 April 2013
Companies House
05280582
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    750 Mandarin Court
    Warrington
    Cheshire
    WA1 1GG
    UNITED KINGDOM
    Phone
    +4401925637891
  • Complaints Contact

    750 Mandarin Court
    Warrington
    Cheshire
    WA1 1GG
    UNITED KINGDOM
    Phone
    +4401925637891

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

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

    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.
  • 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, Structured Deposits, 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.
  • 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, Structured Deposits, 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

    Show 1 limitation
    • · This permission is limited to credit broking that is in connection with mortgages
  • 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 investment advice or advice on mortgages.
  • 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, Structured Deposits, 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.

  • Donna Burns

    IRN DXB00103

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF1 Director (AR) (since 13 Dec 2016)
    • CF30 Customer (since 3 Oct 2016)
    • [PRA CF] Key function holder (9 Dec 2019 to 10 Dec 2019)
  • Donna Maria Weatherby

    IRN DMW01232

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF1 Director (AR) (since 24 Feb 2018)
    • [FCA CF] Client dealing (9 Dec 2019 to 10 Dec 2019)
    • [PRA CF] Key function holder (9 Dec 2019 to 10 Dec 2019)
  • Douglas Patrick Waters

    IRN DPW01052

    • CF1 Director (AR) (1 Sep 2009 to 31 Dec 2010)
    • CF30 Customer (1 Sep 2009 to 31 Dec 2010)
  • Duncan Ronan Selkirk

    IRN DRS00062

    • CF30 Customer (11 Nov 2016 to 24 Apr 2018)
    • CF1 Director (AR) (11 Nov 2016 to 24 Apr 2018)
  • Duncan Stuart Tyman

    IRN DST00003

    • CF30 Customer (22 Sep 2014 to 27 Mar 2018)
  • Edward Jackman

    IRN EXJ00011

    • CF30 Customer (31 May 2012 to 12 Jul 2019)
  • Edward John Shaw

    IRN EJS01092

    • [FCA CF] Client dealing (31 Aug 2023 to 30 Jul 2025)
    • [FCA CF] Functions requiring qualifications (31 Aug 2023 to 30 Jul 2025)
  • Edward Parsons

    IRN EXP00015

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 5 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (since 21 Jan 2025)
    • CF30 Customer (since 10 Dec 2024)
    • [FCA CF] Functions requiring qualifications (since 30 Aug 2024)
    • [FCA CF] Client dealing (since 30 Aug 2024)
    • CF4 Partner (AR) (10 Dec 2024 to 10 Jul 2025)
  • Edward Richard Austin

    IRN ERA01016

    • CF1 Director (AR) (8 Feb 2010 to 1 Oct 2010)
  • Edward Zbigniew Orlinski

    IRN EXO00047

    • CF30 Customer (10 Jun 2022 to 27 Oct 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Oct 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 10 Dec 2019)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Oct 2025)
    • [PRA CF] Key function holder (9 Dec 2019 to 10 Dec 2019)

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.