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.

  • Mathew Phillips

    IRN MXP00397

    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 30 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 30 Jun 2025)
  • Max Mallinson

    IRN MXM01088

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 4 Aug 2025)
    • [FCA CF] Functions requiring qualifications (27 Feb 2023 to 30 Aug 2024)
  • Nathan Scola

    IRN NXS00451

    • [FCA CF] Functions requiring qualifications (15 Nov 2022 to 10 Feb 2023)
  • Nicholas Kerley

    IRN NXK00187

    • 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 18 May 2022)
  • Nicholas Scarrett

    IRN NXS00075

    • CF30 Customer (27 Jan 2010 to 30 Mar 2011)
  • Oliver Roylance-Smith

    IRN OXR01015

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (AR) (since 19 Sep 2017)
    • CF30 Customer (since 23 Feb 2011)
    • CF1 Director (23 Feb 2011 to 8 Dec 2019)
  • Paige Dumpleton

    IRN PXD00361

    • 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 23 Nov 2023)
  • Patrick Francis O'Conor

    IRN PFO01012

    • CF1 Director (25 Nov 2005 to 26 Feb 2010)
  • Patrick John Ennis

    IRN PXE00049

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 5 Sep 2024)
  • Piers Byron

    IRN PXB00796

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 11 Nov 2025)

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.