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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Ellen Varney
IRN EXV46315
- (2570)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2571)Appointed representative dealing with clients for which they require qualification (since 1 Apr 2020)
- (2572)CF1 Director (AR) (since 17 Mar 2020)
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Ellena Newman
IRN EXR01160
- (1422)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1423)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ellie Robinson
IRN EXR00037
- (1003)Appointed representative dealing with clients for which they require qualification (30 Oct 2023 to 29 Dec 2023)
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Ellie-Lee Angus
IRN EXA00258
- (607)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (608)Appointed representative dealing with clients for which they require qualification (since 7 Apr 2025)
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Elliott Valentine
IRN EXV00010
- (1928)Appointed representative dealing with clients for which they require qualification (10 Jan 2020 to 26 Oct 2020)
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Elliott William Thompson
IRN EXT00038
- (896)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Apr 2023)
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Elzbieta Pietrzak
IRN EXP00041
- (2135)Appointed representative dealing with clients for which they require qualification (22 Jan 2021 to 5 Sep 2025)
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Elzbieta Tokarz
IRN EXT24229
- (2008)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Feb 2020)
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Emily Charlotte Procter
IRN EXP00022
- (1029)Appointed representative dealing with clients for which they require qualification (29 Mar 2022 to 20 Jul 2023)
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Emily Cook
IRN EXC00077
- (943)Appointed representative dealing with clients for which they require qualification (20 Apr 2021 to 30 Aug 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: (2610)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2609)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2608)CF1 Director (AR)
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controlled function added: (2607)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2606)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2605)CF1 Director (AR)
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controlled function added: (2604)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2603)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2602)CF1 Director (AR)
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controlled function added: (2601)Appointed representative dealing with clients for which they require qualification