Date authorised
3 June 2020
Companies House
12106965
Last scraped
6 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Office 101, Wilson House
    2 Lorne Park Road
    Bournemouth
    BH1 1JN
    ENGLAND
    Phone
    +443030033606
  • Complaints Contact

    Office 101, Wilson House
    2 Lorne Park Road
    Bournemouth
    BH1 1JN
    ENGLAND
    Phone
    +443030033606

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

  • 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.

  • Jordan Tuttle

    IRN JXT01803

    • [FCA CF] Functions requiring qualifications (1 May 2025 to 25 Sep 2025)
  • Justin Patel

    IRN JXP00982

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Mar 2026)
  • Karl Beacham

    IRN KXB00649

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 5 Dec 2025)
  • Kimberly Martin

    IRN KXM00651

    • Appointed representative dealing with clients for which they require qualification (6 Nov 2023 to 19 Jun 2024)
  • Lauren Drake

    IRN LXD00288

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 11 Jan 2023)
  • Lindsey Jane Quirke

    IRN LXQ00006

    • [FCA CF] Functions requiring qualifications (1 Dec 2021 to 10 May 2024)
  • Luke Raymond Richard John Atkinson

    IRN LXA01137

    • 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 1 May 2024)
    • SMF3 Executive Director (since 3 Jun 2020)
    • SMF16 Compliance Oversight (3 Jun 2020 to 9 Mar 2021)
    • Responsibility for MCD Intermediation (3 Jun 2020 to 9 Mar 2021)
    • [FCA CF] CASS oversight function (3 Jun 2020 to 13 Mar 2023)
    • [FCA CF] Significant management (3 Jun 2020 to 13 Mar 2023)
    • [FCA CF] Manager of certification employee (3 Jun 2020 to 13 Mar 2023)
    • [FCA CF] Functions requiring qualifications (3 Jun 2020 to 13 Mar 2023)
  • Madaleine Brett Trewhella

    IRN MXT00653

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Sep 2025)
  • Madeleine Ursula Longland

    IRN MUL00003

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Mar 2026)
  • Matthew Frenny Pickett

    IRN MXP00249

    • [FCA CF] Functions requiring qualifications (1 Apr 2022 to 1 Aug 2022)
    • [FCA CF] Client dealing (1 Apr 2022 to 1 Aug 2022)

Recent activity

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

No changes recorded yet.