Date authorised
24 May 2017
Companies House
08458702
Last scraped
1 week ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit E
    Copse Walk
    Cardiff Gate Business Park
    Pontprennau
    Cardiff
    Caerdydd
    CF23 8RB
    UNITED KINGDOM
    Phone
    +442921660550
  • Complaints Contact

    Unit E
    Copse Walk
    Cardiff Gate Business Park
    Pontprennau
    Cardiff
    Caerdydd
    CF23 8RB
    UNITED KINGDOM
    Phone
    +442921660550

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

  • 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 Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the conclusion or administration of debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation 'debt management plans' is defined as: 'a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

Approved individuals

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

  • Gareth Thomas Morgan

    IRN GTM01038

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (24 May 2017 to 8 Dec 2019)
  • Gary Booth

    IRN GXB00354

    • [FCA CF] Functions requiring qualifications (22 May 2020 to 31 Oct 2024)
  • Gemma Clare Warboys

    IRN GXW00431

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 13 Nov 2025)
  • George Iley

    IRN PGI00001

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 18 Sep 2023)
  • George William White

    IRN GXW24769

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 3 Apr 2025)
    • CF1 Director (AR) (since 13 Mar 2025)
  • Georgia Lesley Parker

    IRN GXP00441

    • CF1 Director (AR) (since 2 Jan 2026)
  • Gerard Morgan

    IRN GNM01026

    • 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 10 Dec 2019)
  • Giovanni Berardi

    IRN GXB00202

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 20 Aug 2025)
  • Giuseppe Di Pace

    IRN GXD00293

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 7 Mar 2022)
  • Glenn Alexander Lewis

    IRN GXL00071

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 22 Jul 2024)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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