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.

  • David Brown

    IRN DXB00373

    • 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 11 Mar 2026)
  • David Edward McCormack

    IRN DEM01069

    • 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 19 Aug 2024)
  • David James Huckle

    IRN DXH00304

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 24 Apr 2026)
    • [FCA CF] Functions requiring qualifications (since 13 Jan 2022)
  • David John O'Neill

    IRN DXO00022

    • [FCA CF] Functions requiring qualifications (26 Feb 2024 to 24 Jul 2024)
  • David Jones

    IRN DXJ00193

    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 1 Jan 2022)
  • David Lawson Reid

    IRN DLR01049

    • CF1 Director (AR) (19 Jan 2021 to 11 Jun 2024)
    • Appointed representative dealing with clients for which they require qualification (10 Dec 2019 to 10 Jun 2024)
  • David Lloyd Davis

    IRN DXD00321

    • [FCA CF] Functions requiring qualifications (16 May 2022 to 20 Apr 2023)
  • David Marsh

    IRN DXM02625

    • [FCA CF] Functions requiring qualifications (14 Aug 2025 to 16 Jan 2026)
    • CF1 Director (AR) (10 Aug 2025 to 16 Jan 2026)
  • David Michael Sinclair

    IRN DMS00086

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 27 Feb 2025)
  • David Paul Procter

    IRN DXP00473

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