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

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Greystones
    The Slad
    Grovesend
    Thornbury
    Bristol
    Avon
    BS35 3TW
    UNITED KINGDOM
    Phone
    +4401454417799
  • Complaints Contact

    Greystones
    The Slad
    Grovesend
    Thornbury
    Bristol
    Avon
    BS35 3TW
    UNITED KINGDOM
    Phone
    +4401454417799

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

  • 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
    • · This permission is limited to debt counselling with no debt management activity
  • 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.

  • Steven John Hodge

    IRN SJH00048

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Sole trader dealing with clients for which they require qualification (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF1 Director (31 Oct 2004 to 8 Dec 2019)
    • CF3 Chief Executive (31 Oct 2004 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (31 Oct 2004 to 31 Mar 2009)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Daytona Solutions Ltd (no longer appointed)

    FRN 497635 · Appointed 12 Mar 2009 · Until 8 Nov 2024

  • David Trodd (no longer appointed)

    FRN 405178 · Appointed 31 Oct 2004 · Until 15 Jul 2007

  • Donald Buchanan (no longer appointed)

    FRN 405177 · Appointed 31 Oct 2004 · Until 1 Nov 2004

  • Tina Ward (no longer appointed)

    FRN 405179 · Appointed 31 Oct 2004 · Until 1 Nov 2004

Recent activity

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

No changes recorded yet.