Date authorised
1 April 2013
Companies House
03980180
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Office 11
    2 Portland Street
    Clifton
    Bristol
    Bristol, City Of
    BS8 4JH
    UNITED KINGDOM
    Phone
    +441179335500
  • Complaints Contact

    Office 11
    2 Portland Street
    Clifton
    Bristol
    Bristol, City Of
    BS8 4JH
    UNITED KINGDOM
    Phone
    +441179335500

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

  • Equity Release Advice

    For Customer, Home reversion plans

  • 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 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”.
  • 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.
  • Credit Score Services

    Show 1 limitation
    • · This permission is limited to not carrying out credit repair services

Approved individuals

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

  • Alex Steven Chambers

    IRN AXC00348

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Jul 2023)
  • Alexander Morris

    IRN AXM00571

    • [FCA CF] Functions requiring qualifications (4 Sep 2023 to 6 Feb 2026)
  • Cameron Parry

    IRN CXP00678

    • [FCA CF] Functions requiring qualifications (17 Oct 2024 to 23 May 2025)
  • Carly-Marie Cheeseman

    IRN CXC00003

    • [FCA CF] Functions requiring qualifications (1 Mar 2023 to 29 Feb 2024)
  • Darcie Mackenzie

    IRN DXM00363

    • [FCA CF] Functions requiring qualifications (1 Aug 2024 to 25 Jul 2025)
  • David Peter Michael Doulton

    IRN DPD00014

    • CF2 Non Executive Director (20 Aug 2015 to 1 Dec 2016)
    • CF1 Director (1 Dec 2001 to 20 Aug 2015)
  • Dylan Humphreys

    IRN DXH00883

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 15 Jan 2025)
  • Ethan Taylor

    IRN EXT00144

    • [FCA CF] Functions requiring qualifications (2 Dec 2024 to 7 Feb 2025)
  • Fergus Allen

    IRN FXA00071

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 1 Oct 2020)
    • [FCA CF] Functions requiring qualifications (since 1 Oct 2020)
  • Frances Mary Westerduin

    IRN FMW00003

    • CF2 Non Executive Director (10 Jan 2006 to 20 Jun 2007)
    • CF1 Director (1 Dec 2001 to 10 Jan 2006)

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.