Date authorised
29 October 2014
Companies House
05485370
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    6 Woolwell Drive
    Plymouth
    PL6 7JP
    UNITED KINGDOM
    Phone
    +441752774306
  • Complaints Contact

    6 Woolwell Drive
    Plymouth
    Plymouth
    PL6 7JP
    UNITED KINGDOM
    Phone
    +441752774306

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

    For Customer

    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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • 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”.
  • 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.

  • Aimee Laura Milton

    IRN ALM01153

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 18 Mar 2024)
    • [FCA CF] Functions requiring qualifications (since 18 Mar 2024)
  • Bonnie-Marie Gould

    IRN BXG74436

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 May 2021)
  • Charlotte Jayne Geeves

    IRN CXG74437

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 May 2021)
  • Christopher Dean Newton

    IRN CXN74425

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 May 2021)
  • Cynthia May Draper

    IRN CMP01093

    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 5 May 2021)
    • CF11 Money Laundering Reporting (29 Oct 2014 to 8 Dec 2019)
    • CF1 Director (29 Oct 2014 to 8 Dec 2019)
  • James Richard Bolster

    IRN JXB74438

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 10 Apr 2020)
    • [FCA CF] Functions requiring qualifications (10 Apr 2020 to 5 May 2021)
  • Jasmine Lauren Wood

    IRN JXW00482

    • [FCA CF] Functions requiring qualifications (1 Apr 2021 to 5 May 2021)
    • Appointed representative dealing with clients for which they require qualification (1 Apr 2021 to 31 Dec 2022)
  • Joslyn Mary Montgomery-Peters

    IRN JMP00044

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 22 Jan 2025)
  • Michael Gordon Draper

    IRN MGD00004

    • 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] Functions requiring qualifications (since 1 Jan 2021)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (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)
    • CF10 Compliance Oversight (29 Oct 2014 to 8 Dec 2019)
    • CF1 Director (29 Oct 2014 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (29 Oct 2014 to 8 Dec 2019)
    • Responsible for Insurance Mediation (29 Oct 2014 to 30 Sep 2018)
  • Millie Joanne Northmore

    IRN MXN00458

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 28 Nov 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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