Date authorised
1 April 2013
Companies House
04063378
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    21 Station Road
    Yate
    Bristol
    Gloucestershire
    BS37 5HT
    UNITED KINGDOM
    Phone
    +4401454322299
  • Complaints Contact

    21 Station Road
    Yate
    Bristol
    Gloucestershire
    BS37 5HT
    UNITED KINGDOM
    Phone
    +4401454322299

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • 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.

  • John Edison William Moon

    IRN JEM00037

    • SMF3 Executive Director (9 Dec 2019 to 20 Oct 2020)
    • CF1 Director (31 Oct 2004 to 8 Dec 2019)
  • Michael Peter Ford

    IRN MPF01037

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (8 Jan 2005 to 31 Mar 2009)
    • CF1 Director (8 Jan 2005 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.