Date authorised
6 July 2016
Companies House
09379969
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Glenwoods
    Poole Road
    Sturminster Marshall
    Wimborne
    Dorset
    BH21 3RP
    UNITED KINGDOM
    Phone
    +441258858545
  • Complaints Contact

    Glenwoods
    Poole Road
    Sturminster Marshall
    Wimborne
    Dorset
    BH21 3RP
    UNITED KINGDOM
    Phone
    +441258858545

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

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • 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, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 2 limitations
    • · This permission is limited to debt counselling with no debt management activity
    • · This permission is limited to debt counselling which is provided in connection with buy to let mortgages
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Adrian Suckling

    IRN AXS00319

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Client dealing (since 2 Dec 2020)
    • [FCA CF] Functions requiring qualifications (since 2 Dec 2020)
  • Alexandra Anne Fendley

    IRN AXF00270

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 9 Sep 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Sep 2021)
  • Andrew James Scholes

    IRN AJS00151

    • [FCA CF] Functions requiring qualifications (26 Jun 2024 to 1 Jan 2026)
    • [FCA CF] Client dealing (26 Jun 2024 to 1 Jan 2026)
  • Ann Paula Dunmall

    IRN APD00017

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2021)
    • [FCA CF] Material risk taker (9 Dec 2019 to 31 Oct 2021)
    • CF30 Customer (19 Jul 2018 to 8 Dec 2019)
  • Anthony Chewins

    IRN AXC01686

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 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 (1 Jul 2021 to 1 Jan 2024)
    • [FCA CF] Client dealing (1 Jul 2021 to 1 Jan 2024)
  • Ashley James Deeley

    IRN AXD00357

    • [FCA CF] Functions requiring qualifications (3 Feb 2021 to 9 May 2022)
    • [FCA CF] Client dealing (3 Feb 2021 to 9 May 2022)
  • Ashley Sewell

    IRN AXS05492

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 2 Jun 2025)
    • [FCA CF] Functions requiring qualifications (since 2 Jun 2025)
  • Asma Iqbal

    IRN AXI00107

    • [FCA CF] Client dealing (20 Feb 2023 to 1 Oct 2023)
    • [FCA CF] Functions requiring qualifications (20 Feb 2023 to 1 Oct 2023)
  • Brett Leonard Bearsford-Walker

    IRN BLB01016

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Client dealing (since 1 Apr 2020)
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2020)
  • Charlie Suckling

    IRN CXS00438

    • [FCA CF] Functions requiring qualifications (1 Sep 2021 to 19 Jan 2023)
    • [FCA CF] Client dealing (1 Sep 2021 to 19 Jan 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Newton Pearl Ltd (no longer appointed)

    FRN 771887 · Appointed 2 Mar 2018 · Until 31 May 2019

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.