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.

  • Jonathan David Needham

    IRN JDN01026

    • CF1 Director (AR) (16 May 2025 to 19 Sep 2025)
  • Jonathan Freeman

    IRN JXF00345

    • [FCA CF] Functions requiring qualifications (3 Feb 2020 to 10 Mar 2021)
  • Jonathan Gittos

    IRN JXG00641

    • [FCA CF] Functions requiring qualifications (4 May 2023 to 6 Feb 2026)
  • Jonathan Heath Timothy Davies

    IRN JXD00220

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 18 Jun 2025)
  • Jonathan Paul Robson

    IRN JXR00655

    • [FCA CF] Functions requiring qualifications (27 May 2022 to 17 Jan 2025)
  • Jonathan Veers

    IRN JXV13919

    • CF1 Director (AR) (17 Mar 2022 to 24 Jan 2025)
    • [FCA CF] Functions requiring qualifications (1 Jan 2022 to 24 Jan 2025)
  • Joshua Christopher Russell

    IRN JXH52140

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 27 Jun 2025)
    • CF1 Director (AR) (since 27 Jun 2025)
  • Joshua James Adams

    IRN JXA00339

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 14 Jan 2026)
  • Joshua James Marson

    IRN JXM00393

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 6 May 2025)
    • CF1 Director (AR) (since 6 Feb 2025)
  • Julian Martin John Burton

    IRN JXB00329

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [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.

No changes recorded yet.