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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Elizabeth Culpin
IRN EXC00079
- (1704)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Mar 2023)
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Elizabeth Davis
IRN EXL00030
- (663)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Mar 2026)
- (664)CF1 Director (AR) (12 Feb 2019 to 16 Mar 2026)
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Elizabeth Jane Stevenson
IRN EJS01104
- (1754)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1755)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1756)CF1 Director (AR) (since 3 Dec 2012)
- (2110)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 May 2022)
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Elizabeth Jane Webster
IRN EJW01097
- (565)Appointed representative dealing with clients for which they require qualification (20 Nov 2024 to 28 Mar 2025)
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Elizabeth Maxwell
IRN EXM00259
- (835)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (836)Appointed representative dealing with clients for which they require qualification (since 19 May 2022)
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Elizabeth Mckinley
IRN EXM00088
- (1462)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1463)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Elizabeth Obiji
IRN EXO00021
- (963)Appointed representative dealing with clients for which they require qualification (15 Dec 2020 to 27 Apr 2025)
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Elizabeth Wrathall
IRN AXE10939
- (556)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (557)Appointed representative dealing with clients for which they require qualification (since 18 Nov 2025)
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Elizabeth Zoe Clayton
IRN EZC01000
- (1894)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1895)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1896)CF1 Director (AR) (since 6 Feb 2012)
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Ella Dunn
IRN EXD00305
- (562)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (563)Appointed representative dealing with clients for which they require qualification (since 15 Aug 2025)
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)