Date authorised
2 March 2015
Companies House
08936093
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Gorlandeg
    Cwmifor
    Llandeilo
    Sir Gaerfyrddin
    SA19 7AW
    UNITED KINGDOM
    Phone
    +441656333750
  • Complaints Contact

    Gorlandeg
    Cwmifor
    Llandeilo
    Sir Gaerfyrddin
    SA19 7AW
    UNITED KINGDOM
    Phone
    +441656333750

What this firm is allowed to do

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

  • Buy-to-Let Mortgage Admin

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • 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, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Aimee Hammill

    IRN AXG02361

    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Significant management (since 1 Dec 2020)
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • Responsible for Insurance Mediation (7 Jul 2015 to 30 Sep 2018)
    • CF1 Director (2 Mar 2015 to 8 Dec 2019)
  • Annika Kerton

    IRN AXK00145

    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 12 Apr 2021)
  • Daniel David Brewster

    IRN DXB00220

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 10 Feb 2023)
  • Eleanor May Bradbury

    IRN EXB00424

    • [FCA CF] Functions requiring qualifications (1 May 2024 to 31 Aug 2025)
  • George Roberts

    IRN GMR01080

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 26 Aug 2021)
  • John William Stewart Marles

    IRN JWM00020

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2020)
  • Keiron John Pugsley

    IRN KXP00081

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2024)
  • Kevin Brooks

    IRN KXB00152

    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 7 Apr 2023)
  • Martin Wilton

    IRN MXW00243

    • [FCA CF] Functions requiring qualifications (21 Oct 2021 to 1 Aug 2023)
  • Michelle Ann Doyle

    IRN MXD01002

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 19 Jan 2026)
    • [FCA CF] Client dealing (since 19 Jan 2026)

Recent activity

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

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