Date authorised
1 February 2021
Companies House
12741297
Last scraped
6 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    5 Westfield House
    Millfield Lane
    York
    YO26 6GA
    UNITED KINGDOM
    Phone
    +4401904897667
  • Complaints Contact

    5 Westfield House
    Millfield Lane
    York
    YO26 6GA
    UNITED KINGDOM
    Phone
    +4401904897667

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

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • 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

  • Debt Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the conclusion or administration of 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”.
  • 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 Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Chloe Hollows

    IRN CXH00503

    • [FCA CF] Functions requiring qualifications (12 May 2023 to 2 Jan 2024)
  • Claire Louise Bennett

    IRN CXB00798

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 16 May 2024)
  • Graham Jones

    IRN GXJ00003

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • SMF3 Executive Director (since 1 Feb 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • John Nurden

    IRN JXN00006

    • 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 1 Feb 2021)
    • Responsible for Insurance Distribution (since 1 Feb 2021)
    • SMF16 Compliance Oversight (since 1 Feb 2021)
    • SMF3 Executive Director (since 1 Feb 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Nick Blake

    IRN NXB22892

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF3 Executive Director (since 1 Feb 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)

Recent activity

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

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