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.

  • Alexander Norman-Jones

    IRN AXN01790

    • CF1 Director (AR) (22 Mar 2022 to 21 Dec 2022)
    • Appointed representative dealing with clients for which they require qualification (22 Mar 2022 to 21 Dec 2022)
    • CF30 Customer (22 Mar 2022 to 21 Dec 2022)
    • [FCA CF] Client dealing (22 Mar 2022 to 21 Dec 2022)
    • [FCA CF] Functions requiring qualifications (22 Mar 2022 to 21 Dec 2022)
  • Alexander Stephen Money

    IRN AXM00396

    • 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] Client dealing (since 10 Apr 2026)
    • [FCA CF] Functions requiring qualifications (since 10 Apr 2026)
  • Alexander Stojkovic

    IRN AXS02099

    • [FCA CF] Functions requiring qualifications (21 Apr 2023 to 26 Oct 2023)
    • [FCA CF] Client dealing (21 Apr 2023 to 26 Oct 2023)
    • Appointed representative dealing with clients for which they require qualification (21 Apr 2023 to 26 Oct 2023)
    • CF30 Customer (17 Mar 2023 to 26 Oct 2023)
    • Director of firm who is not a certification employee or a SMF manager (16 Feb 2022 to 26 May 2023)
    • CF1 Director (AR) (15 Feb 2022 to 26 Oct 2023)
  • Amanda Kollhoff

    IRN AXK01595

    • CF1 Director (AR) (21 Jan 2011 to 5 Jun 2015)
  • Amy Quach

    IRN AXQ00032

    • [FCA CF] Functions requiring qualifications (3 Mar 2022 to 4 Jan 2023)
    • Appointed representative dealing with clients for which they require qualification (3 Mar 2022 to 4 Jan 2023)
  • Andrea Bird

    IRN AXB02878

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 31 Jul 2025)
    • CF1 Director (AR) (24 Nov 2011 to 31 Jul 2025)
  • Andrew Beddows

    IRN AXB00082

    • 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] Client dealing (since 20 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 20 Mar 2025)
  • Andrew Charles Raoul Hamilton-Burke

    IRN ACH01171

    • 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 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 8 May 2017)
    • CF1 Director (AR) (since 8 May 2017)
    • [PRA CF] Key function holder (9 Dec 2019 to 10 Dec 2019)
  • Andrew John Taylor

    IRN AJT00050

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • 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)
    • CF1 Director (AR) (since 2 Jul 2015)
    • CF30 Customer (since 6 Feb 2012)
    • [PRA CF] Key function holder (9 Dec 2019 to 10 Dec 2019)
    • CF30 Customer (11 Jul 2011 to 1 Sep 2011)
  • Andrew Mark Fennell

    IRN AMF01069

    • 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] Functions requiring qualifications (since 16 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (since 16 Jul 2025)
    • [FCA CF] Client dealing (since 16 Jul 2025)
    • CF30 Customer (since 20 Jun 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.