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.

  • Mark Vincent Baker

    IRN MXB02347

    • [FCA CF] Material risk taker (1 Feb 2025 to 28 Mar 2025)
    • [FCA CF] Significant management (15 Apr 2024 to 28 Mar 2025)
    • CF1 Director (AR) (13 May 2022 to 22 Aug 2023)
  • Matthew Boreham

    IRN MXB00137

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • CF30 Customer (since 1 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (since 1 Jul 2025)
    • [FCA CF] Client dealing (since 1 Jul 2025)
  • Michael Andrew Arias

    IRN MXA00130

    • SMF3 Executive Director (9 Dec 2019 to 16 Mar 2022)
    • CF30 Customer (1 Jul 2013 to 13 Mar 2019)
    • CF1 Director (1 Jul 2013 to 8 Dec 2019)
  • Michael Edeson

    IRN MXE00093

    • [FCA CF] Significant management (12 Mar 2021 to 26 May 2022)
  • Miranda Elizabeth Eckersley

    IRN MEE01037

    • CF1 Director (AR) (21 Apr 2014 to 29 Jul 2020)
  • Moyosoreoluwa Taiwo

    IRN MXT00256

    • [FCA CF] Significant management (18 May 2021 to 29 Aug 2021)
  • Myles Jacobs

    IRN MHJ00001

    • CF30 Customer (24 Jan 2020 to 29 Dec 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Dec 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 29 Dec 2023)
  • Nathan Berkley Mead-Wellings

    IRN NBH01019

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 9A. Advising on P2P agreements
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF1 Director (AR) (since 15 Dec 2017)
    • CF30 Customer (since 15 Dec 2017)
  • Nicholas Wright

    IRN NGW01045

    • [FCA CF] Significant management (since 12 Mar 2021)
    • [FCA CF] Manager of certification employee (12 Mar 2021 to 21 Nov 2025)
    • SMF16 Compliance Oversight (9 Dec 2019 to 10 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 10 Dec 2019)
    • CF10 Compliance Oversight (25 Sep 2018 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (25 Sep 2018 to 8 Dec 2019)
  • Nicola Clare Mould

    IRN NCM00011

    • CF1 Director (AR) (20 Jul 2016 to 10 Jun 2021)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.