Equity Release Associates Limited

Watch for changes

Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

Buy-to-Let Mortgage Advice
Equity Release Advice

For Customer, Home reversion plans
Mortgage Advice

For Customer, Regulated mortgage contract
Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
Equity Release Arranging

For Customer, Home reversion plans
Mortgage Arranging

For Customer, Regulated mortgage contract
Buy-to-Let Start Date
Buy-to-Let Status
Credit Brokering
Debt Advice
Show 1 limitation Hide limitations
- · 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”.
Equity Release Setup

For Customer, Home reversion plans
Mortgage Setup

For Customer, Regulated mortgage contract

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

Clare Barton
IRN CXB01029
- SMF9 Chair of the Governing Body (since 23 Apr 2026)
Clare Porter
IRN CXP00319
- [FCA CF] Functions requiring qualifications (5 Jul 2021 to 11 Oct 2021)
Colin David Wilcox
IRN CDW01078
- [FCA CF] Functions requiring qualifications (12 Jul 2021 to 26 Nov 2021)
Colin Peter Mengell
IRN CPM01106
- [FCA CF] Functions requiring qualifications (22 Feb 2021 to 20 Sep 2021)
Daniel Christopher Lewis
IRN DCL01071
- CF1 Director (AR) (9 Aug 2021 to 28 Nov 2022)
Daniel John Baines
IRN DJB01514
- SMF1 Chief Executive (27 Jun 2021 to 21 Jun 2022)
- SMF3 Executive Director (26 Feb 2021 to 21 Jun 2022)
- Responsibility for MCD Intermediation (26 Feb 2021 to 21 Jun 2022)
Daniel Osman
IRN DXO00060
- [FCA CF] Functions requiring qualifications (2 Mar 2021 to 21 Jun 2022)
Darron Blair
IRN DJB01637
- [FCA CF] Functions requiring qualifications (31 Jan 2022 to 10 Jun 2022)
David John Marlow
IRN DJM01383
- SMF1 Chief Executive (25 May 2024 to 20 Feb 2026)
- Responsibility for MCD Intermediation (25 May 2024 to 14 Nov 2025)
David Paul Bishop
IRN DPB00018
- [FCA CF] Functions requiring qualifications (2 May 2023 to 26 Oct 2023)

Smaller firms operating under this firm's FCA authorisation.

Equity Release Works Limited (no longer appointed)
FRN 953592 · Appointed 24 Jun 2021 · Until 30 Nov 2022

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.