Date authorised
24 May 2017
Companies House
08458702
Last scraped
1 week ago
Watch for changes

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.

  • Solomon Tourgeman

    IRN SXT28153

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 25 Jul 2024)
    • [FCA CF] Functions requiring qualifications (since 22 Apr 2024)
  • Sowmiya Palanisamy

    IRN SXP01247

    • 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 26 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 26 Feb 2026)
  • Srikrishna Charanam Gupta Juloori

    IRN SXJ00469

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 22 Jan 2024)
  • Stephen Francis Rubra

    IRN SXR00554

    • [FCA CF] Functions requiring qualifications (11 Dec 2023 to 7 Jan 2026)
  • Stephen John Luke

    IRN SJL01246

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 19 Jun 2025)
  • Stephen John Roebuck

    IRN SXR00704

    • CF1 Director (AR) (since 4 Mar 2025)
  • Stephen Morgan

    IRN SGM00015

    • CF1 Director (AR) (26 Aug 2020 to 12 Jul 2024)
    • Appointed representative dealing with clients for which they require qualification (10 Dec 2019 to 25 Jun 2024)
  • Stephen Terry Head

    IRN SXH00888

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 23 Mar 2026)
  • Stephen Tighe

    IRN SXT00884

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 20 Feb 2026)
  • Stephen William George Thatcher

    IRN SWT01037

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Aug 2023)
    • [FCA CF] Functions requiring qualifications (22 Jun 2023 to 23 Jun 2023)

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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