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.

  • Steven Jon Drake

    IRN SXD00136

    • 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
    • Responsibility for MCD Intermediation (since 28 Jul 2022)
    • Responsible for Insurance Distribution (since 28 Jul 2022)
    • SMF3 Executive Director (since 10 Mar 2021)
    • SMF16 Compliance Oversight (since 10 Mar 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 10 Mar 2021)
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2020)
    • [FCA CF] Manager of certification employee (since 1 Jul 2020)
    • [FCA CF] Significant management (since 1 Jul 2020)
    • [FCA CF] CASS oversight function (since 1 Jul 2020)
    • [FCA CF] Benchmark submission and administration (since 1 Jul 2020)
    • Director of firm who is not a certification employee or a SMF manager (since 1 Jul 2020)
  • Stuart James Bruce

    IRN SXB00377

    • [FCA CF] Functions requiring qualifications (11 Jun 2020 to 8 Jul 2022)
  • Stuart James Bruce

    IRN SJB00008

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 10 Nov 2025)
  • Tia Brooke Booth

    IRN TXB00275

    • [FCA CF] Client dealing (9 Aug 2021 to 8 Feb 2022)
    • [FCA CF] Functions requiring qualifications (9 Aug 2021 to 8 Feb 2022)
  • Vishal Gupta

    IRN VXG00124

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 6 Jan 2026)
  • William Richard Robert James Atkinson

    IRN WXA00028

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 14 Jul 2020)

Recent activity

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

No changes recorded yet.