Date authorised
1 July 2013
Companies House
08229133
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Holmwood House
    Broadlands Business Campus
    Langhurstwood Road
    Horsham
    West Sussex
    RH12 4QP
    UNITED KINGDOM
    Phone
    +441403334455
  • Complaints Contact

    Holmwood House
    Broadlands Business Campus
    Langhurstwood Road
    Horsham
    West Sussex
    RH12 4QP
    UNITED KINGDOM
    Phone
    +441403334455

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, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • 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.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 2 limitations
    • · Limited to counselling provided in connection with investment advice or advice on buy to let mortgage
    • · 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

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Adam Charles Holt

    IRN AXH16516

    • [FCA CF] Client dealing (9 Dec 2019 to 19 Oct 2021)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Oct 2021)
    • CF30 Customer (1 Jul 2019 to 19 Oct 2021)
  • Alec Merrett

    IRN AXM05017

    • [FCA CF] Material risk taker (1 Jan 2022 to 18 Jul 2025)
    • [FCA CF] Significant management (12 Mar 2021 to 18 Jul 2025)
  • Alex Jeffreys Reeves

    IRN AJR00045

    • CF30 Customer (30 Sep 2016 to 5 Sep 2017)
  • Alexander Harry Wilson Guthrie

    IRN AHG01050

    • CF30 Customer (26 Jun 2018 to 23 Aug 2019)
  • Alexandra Gladwin

    IRN AXW00006

    • [FCA CF] Significant management (since 2 Mar 2026)
  • Andrew Maxwell Ovens

    IRN AMO01016

    • CF30 Customer (2 Mar 2015 to 4 Oct 2016)
  • Andrew Siantonas

    IRN AXS05032

    • [FCA CF] Material risk taker (since 1 Feb 2025)
    • [FCA CF] Significant management (since 8 Nov 2023)
  • Andrew Wyett

    IRN AXW00033

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jun 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 9 Jun 2021)
    • CF30 Customer (16 Jun 2016 to 9 Jun 2021)
  • Anix Pravin Kumar Shah

    IRN AXS02153

    • CF30 Customer (5 Oct 2017 to 17 Jun 2020)
  • Benedict Joel David Noah

    IRN BXN01041

    • [FCA CF] Manager of certification employee (1 Jul 2024 to 5 Jun 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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