Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
No.2 Methuen ParkChippenhamWiltshireSN14 0GBUNITED KINGDOM- Phone
- +443303030237
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Complaints Contact
3700Birmingham Business ParkBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +4401217671139
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Credit Score Services
Show 1 limitation Hide limitations
- · 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.
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James Elmes
IRN JXE00089
- (2383)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2385)CF1 Director (AR) (since 11 Apr 2022)
- (2384)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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James Evans
IRN JXE00092
- (1761)Appointed representative dealing with clients for which they require qualification (21 Jan 2021 to 15 Sep 2021)
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James Evans
IRN JXE00100
- (2298)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2299)Appointed representative dealing with clients for which they require qualification (since 18 Dec 2023)
- (2300)CF1 Director (AR) (since 13 Dec 2023)
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James Ford
IRN JXF00312
- (1374)Appointed representative dealing with clients for which they require qualification (29 Jul 2021 to 24 Dec 2021)
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James Green
IRN JXG80273
- (2538)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2539)Appointed representative dealing with clients for which they require qualification (since 5 Jun 2020)
- (2540)CF1 Director (AR) (since 22 May 2020)
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James Hill
IRN JXH02827
- (74)CF1 Director (AR) (13 Oct 2016 to 1 Aug 2017)
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James Hindley
IRN JXH00678
- (945)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (946)Appointed representative dealing with clients for which they require qualification (since 20 Jul 2021)
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James Hunt
IRN JXH00344
- (1864)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Aug 2022)
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James John Lear
IRN JXL00194
- (1256)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1257)Appointed representative dealing with clients for which they require qualification (since 2 Feb 2026)
- (1746)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Aug 2020)
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James Kay
IRN JXK00129
- (843)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Aug 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Midlands Financial Services Ltd (no longer appointed)
FRN 581877 · Appointed 9 Sep 2014 · Until 7 Mar 2019
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Greenshoots Financial Services Ltd (no longer appointed)
FRN 631749 · Appointed 9 Sep 2014 · Until 14 Sep 2017
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Alexander Whyte Financial Solutions Ltd (no longer appointed)
FRN 631327 · Appointed 2 Sep 2014 · Until 17 Jan 2019
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Grosvenor Financial Strategies Ltd (no longer appointed)
FRN 630200 · Appointed 14 Aug 2014 · Until 2 Feb 2021
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Bespoke Financial Group Limited (no longer appointed)
FRN 628980 · Appointed 25 Jul 2014 · Until 6 Dec 2024
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Bespoke Financial (Yorkshire and East Riding) Ltd (no longer appointed)
FRN 628718 · Appointed 21 Jul 2014 · Until 31 Mar 2020
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Bespoke Financial Yorkshire Ltd (no longer appointed)
FRN 628279 · Appointed 15 Jul 2014 · Until 3 Sep 2025
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Right Way Financial Services Ltd (no longer appointed)
FRN 628200 · Appointed 14 Jul 2014 · Until 30 Dec 2015
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2630)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2629)CF1 Director (AR)
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controlled function added: (2628)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2627)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2626)CF1 Director (AR)
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controlled function added: (2625)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2624)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2623)CF1 Director (AR)
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controlled function added: (2622)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2621)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose