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.

  • Michael Adel

    IRN MXA00554

    • [FCA CF] Functions requiring qualifications (10 Jan 2022 to 18 Nov 2022)
  • Michael Geoffrey Harrison

    IRN MGH00022

    • [FCA CF] Functions requiring qualifications (19 Jun 2023 to 18 Sep 2023)
  • Michael Hunt

    IRN MXH00877

    • [FCA CF] Functions requiring qualifications (23 Sep 2024 to 7 May 2025)
  • Michael Ian Parsons

    IRN MXP00738

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 24 Jul 2023)
  • Michael Ian Wayman

    IRN MIW01025

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (AR) (17 Jan 2022 to 30 Oct 2023)
    • SMF17 Money Laundering Reporting Officer (MLRO) (25 Jun 2021 to 19 Jul 2023)
    • SMF16 Compliance Oversight (9 Dec 2019 to 24 Mar 2023)
    • Responsible for Insurance Distribution (1 Oct 2018 to 12 Jul 2023)
    • CF1 Director (24 May 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (24 May 2017 to 30 Sep 2018)
    • CF10 Compliance Oversight (24 May 2017 to 8 Dec 2019)
    • Responsibility for MCD Intermediation (24 May 2017 to 12 Jul 2023)
  • Michael Isherwood

    IRN MXI00081

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 14 Mar 2025)
  • Michael James Powell

    IRN MXP00250

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 4 Dec 2021)
    • Appointed representative dealing with clients for which they require qualification (since 14 Jul 2021)
  • Michael Roach

    IRN MXR01577

    • CF1 Director (AR) (since 17 Jan 2022)
  • Michelle Angela Childs

    IRN MXC55312

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 4 Feb 2025)
    • CF1 Director (AR) (since 4 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 22 Jul 2024)
  • Michelle Hewitt

    IRN MXH00386

    • 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 18 Apr 2026)

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.