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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Ian Cain
IRN IXC83826
- (1060)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Aug 2021)
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Ian Craig Jack
IRN IXJ00005
- (1014)Appointed representative dealing with clients for which they require qualification (12 Sep 2024 to 25 Apr 2025)
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Ian Dawson
IRN IXD00039
- (1631)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Feb 2021)
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Ian Denis Crabb
IRN IDC01062
- (30)CF29 Significant management (11 Sep 2014 to 8 Dec 2019)
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Ian Forsythe
IRN IXF00019
- (153)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (154)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ian Goody
IRN IXG00017
- (2263)CF1 Director (AR) (10 May 2010 to 30 Mar 2015)
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Ian Graham Sowerby
IRN IGS00009
- (151)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (152)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ian Harrison
IRN IXH00069
- (2244)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2245)Appointed representative dealing with clients for which they require qualification (since 25 Jun 2025)
- (2246)CF1 Director (AR) (since 12 Jun 2025)
- (1996)CF1 Director (AR) (13 Nov 2023 to 18 Dec 2023)
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Ian Howarth
IRN IXH00019
- (1911)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1913)CF1 Director (AR) (since 3 Apr 2023)
- (1912)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ian John Mclachlan
IRN IXM00244
- (1250)Appointed representative dealing with clients for which they require qualification (5 Oct 2023 to 30 May 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2620)CF1 Director (AR)
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controlled function added: (2619)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2618)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2617)CF1 Director (AR)
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controlled function added: (2616)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2615)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2614)CF1 Director (AR)
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controlled function added: (2613)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2612)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2611)CF1 Director (AR)