Date authorised
1 August 2023
Companies House
08293285
Last scraped
5 days ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Southview House
    St Austell Enterprise Park
    Treverbyn Road
    Carclaze
    St Austell
    Cornwall
    PL25 4EJ
    UNITED KINGDOM
    Phone
    +440172666585
  • Complaints Contact

    Southview House
    St Austell Enterprise Park
    Treverbyn Road
    Carclaze
    St Austell
    Cornwall
    PL25 4EJ
    UNITED KINGDOM
    Phone
    +440172666585

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

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

  • Arranges Investments

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

Approved individuals

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

  • Chirstie Perryman

    IRN CXP00562

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Aug 2023)
  • Elizabeth Bignell

    IRN EXB00098

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Aug 2023)
  • Thomas Crapp

    IRN TDC01049

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Responsible for Insurance Distribution (since 1 Aug 2023)
    • SMF16 Compliance Oversight (since 1 Aug 2023)
    • SMF3 Executive Director (since 1 Aug 2023)
    • [FCA CF] Functions requiring qualifications (since 1 Aug 2023)
    • Responsibility for MCD Intermediation (since 1 Aug 2023)
  • Toyah Susan Taylor

    IRN TXT00175

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 22 Apr 2025)
    • Appointed representative dealing with clients for which they require qualification (since 22 Apr 2025)

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.