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.

  • Thomas David Donativo

    IRN TXD00079

    • CF30 Customer (15 Apr 2024 to 6 Nov 2025)
    • Appointed representative dealing with clients for which they require qualification (15 Apr 2024 to 6 Nov 2025)
    • CF1 Director (AR) (15 Apr 2024 to 6 Nov 2025)
    • [FCA CF] Functions requiring qualifications (6 Feb 2024 to 6 Nov 2025)
    • [FCA CF] Client dealing (6 Feb 2024 to 6 Nov 2025)
  • Thomas James Dipple

    IRN TJD01131

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 19 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 19 Dec 2025)
    • Appointed representative dealing with clients for which they require qualification (since 19 Dec 2025)
    • CF30 Customer (since 19 Nov 2025)
    • CF1 Director (AR) (since 19 Nov 2025)
  • Thomas James Spear

    IRN TJS01143

    • 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 13 May 2020)
    • Appointed representative dealing with clients for which they require qualification (since 13 May 2020)
    • [FCA CF] Functions requiring qualifications (since 13 May 2020)
    • CF1 Director (AR) (since 3 Apr 2020)
    • CF30 Customer (since 3 Apr 2020)
    • [PRA CF] Key function holder (13 May 2020 to 14 May 2020)
  • Thornton Anthony Holmes

    IRN TXH00041

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (since 16 May 2008)
    • [PRA CF] Key function holder (9 Dec 2019 to 10 Dec 2019)
    • CF1 Director (AR) (16 May 2008 to 30 Apr 2025)
  • Tim Mottram

    IRN TCM00001

    • CF30 Customer (27 Sep 2023 to 31 Oct 2023)
    • CF1 Director (AR) (27 Sep 2023 to 31 Oct 2023)
  • Timothy Andrew Stubbins

    IRN TAS01115

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 1 Apr 2026)
    • [FCA CF] Client dealing (since 1 Apr 2026)
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2026)
    • CF1 Director (AR) (since 25 Feb 2026)
    • CF30 Customer (since 25 Feb 2026)
  • Timothy Francis Delaney

    IRN TFD00001

    • CF30 Customer (18 Sep 2009 to 13 Nov 2009)
  • Timothy Robert Johnson

    IRN TRJ00004

    • CF1 Director (AR) (6 Jan 2016 to 30 Nov 2018)
    • CF30 Customer (6 Jan 2016 to 30 Nov 2018)
  • Tobias Ingram

    IRN TXI00040

    • 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
    • [FCA CF] Functions requiring qualifications (since 22 Aug 2024)
    • [FCA CF] Client dealing (since 22 Aug 2024)
  • Toby Oliver Patrick Nutley

    IRN TON01000

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 18 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (since 18 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 18 Mar 2025)
    • CF30 Customer (since 15 Mar 2025)

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.