Date authorised
1 April 2013
Companies House
00595327
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Duncombe House
    Ockham Road North
    East Horsley
    Leatherhead
    Surrey
    KT24 6NX
    UNITED KINGDOM
    Phone
    +441483285363
  • Complaints Contact

    Duncombe House
    Ockham Road North
    East Horsley
    Leatherhead
    Surrey
    KT24 6NX
    UNITED KINGDOM
    Phone
    +441483285363

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Admin

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

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

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

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

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

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

  • 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”.
  • Equity Release Setup

    For Customer, Home reversion plans

  • 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.

  • Antony Albert Addinall

    IRN AAA01124

    • CF1 Director (AR) (11 Jun 2007 to 1 May 2008)
  • Joanna Sylvie Toogood

    IRN JST01037

    • SMF3 Executive Director (9 Dec 2019 to 6 Nov 2025)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • Jordan Thomas

    IRN JXT00385

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 7 Oct 2024)
  • Lynda Marion Durr

    IRN LMD01045

    • CF1 Director (AR) (12 May 2008 to 19 Jul 2013)
  • Mark Charles Downing

    IRN MCD00008

    • 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 31 Mar 2021)
  • Martin John Robinson

    IRN MXR00829

    • [FCA CF] Significant management (since 8 Jan 2024)
  • Michael Alexander Barker

    IRN MAB31849

    • [FCA CF] Functions requiring qualifications (1 Jun 2022 to 3 Apr 2024)
  • Michael David Simon Edgeley

    IRN MDE01061

    • SMF3 Executive Director (since 8 Aug 2025)
  • Peter George Toogood

    IRN PGT01043

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (AR) (2 Feb 2015 to 8 Jan 2024)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • Philip Williams

    IRN PXW00171

    • SMF3 Executive Director (since 8 Aug 2025)
    • Responsible for Insurance Distribution (since 8 Aug 2025)

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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