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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Jon Currie
IRN JXC00381
- (1309)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1310)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jonathan Alaistair Cooke
IRN JAC01373
- (59)CF1 Director (AR) (1 Feb 2010 to 1 Oct 2015)
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Jonathan Barnett
IRN JNB01077
- (641)CF1 Director (AR) (3 Jan 2013 to 29 Jan 2013)
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Jonathan Batcock
IRN JXB85444
- (1054)Appointed representative dealing with clients for which they require qualification (19 May 2025 to 7 Nov 2025)
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Jonathan Brumpton
IRN JXB00382
- (149)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (150)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jonathan Charles Ryan
IRN JXR00738
- (113)CF1 Director (AR) (since 12 Sep 2023)
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Jonathan Christopher Sherwood
IRN JXS00257
- (1186)Appointed representative dealing with clients for which they require qualification (26 Feb 2021 to 28 May 2021)
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Jonathan Colin Roy Davies
IRN JXD55467
- (508)CF1 Director (AR) (3 Mar 2022 to 26 Jul 2022)
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Jonathan Cowan
IRN JXC00377
- (1446)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1447)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jonathan Cox
IRN JXC00383
- (1908)CF1 Director (AR) (28 May 2021 to 28 May 2025)
- (1907)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Apr 2021)
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)