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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Michael Bernard
IRN MXB85132
- (1057)Appointed representative dealing with clients for which they require qualification (30 Sep 2022 to 2 Mar 2023)
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Michael Bottomley
IRN MXB02224
- (622)CF1 Director (AR) (10 May 2010 to 17 Jun 2010)
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Michael Davey
IRN MXD00382
- (2167)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2169)CF1 Director (AR) (since 6 Sep 2024)
- (2168)Appointed representative dealing with clients for which they require qualification (since 26 Jan 2021)
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Michael David Johnson
IRN MXJ00206
- (1436)Appointed representative dealing with clients for which they require qualification (11 Jan 2022 to 13 May 2024)
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Michael David Tickner
IRN MDT00003
- (1925)CF4 Partner (AR) (27 May 2010 to 28 Oct 2010)
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Michael Donnelly
IRN MXD00189
- (52)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Nov 2020)
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Michael Ferrara
IRN MXF00139
- (1158)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1159)Appointed representative dealing with clients for which they require qualification (since 7 Jun 2021)
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Michael Francis O'Neill
IRN MFO01019
- (1724)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1725)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1726)CF1 Director (AR) (since 28 Nov 2012)
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Michael Friday
IRN MXF02005
- (402)CF1 Director (AR) (1 Aug 2016 to 30 Mar 2021)
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Michael George Connelly
IRN MGC00017
- (675)Appointed representative dealing with clients for which they require qualification (25 Jan 2024 to 6 Feb 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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RM Financial Consultants Ltd
FRN 832596 · Appointed 1 Feb 2019
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Mint Mortgages & Protection Ltd
FRN 831319 · Appointed 18 Jan 2019
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Flanagan & Maclean U.K. Ltd
FRN 830538 · Appointed 10 Jan 2019
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Ritchie & McLean Mortgage Solutions
FRN 829255 · Appointed 21 Dec 2018
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Brighter Mortgage Solutions Group Ltd
FRN 828498 · Appointed 12 Dec 2018
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Smart Choice Mortgages Ltd
FRN 828359 · Appointed 11 Dec 2018
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Fletcher Payne Mortgage Services Ltd
FRN 827311 · Appointed 29 Nov 2018
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Natalie Boult
FRN 824310 · Appointed 26 Oct 2018
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Embrace Financial Services LTD
FRN 821793 · Appointed 27 Sep 2018
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Community Mortgage Services Ltd
FRN 821385 · Appointed 21 Sep 2018
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