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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Mark Ralston
IRN MXR02258
- (236)CF1 Director (AR) (12 Sep 2014 to 17 Jan 2017)
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Mark Richard Bond
IRN MXB91289
- (1039)Appointed representative dealing with clients for which they require qualification (5 Mar 2021 to 23 Jul 2023)
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Mark Richard Cameron Mairs
IRN RMM00042
- (213)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (214)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Mark Richard Jeffrey Harris
IRN MXH00847
- (809)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (810)Appointed representative dealing with clients for which they require qualification (since 30 Aug 2022)
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Mark Richard Laverty
IRN MXL00476
- (34)CF1 Director (AR) (since 11 Nov 2022)
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Mark Russell Batten
IRN MXB32141
- (499)CF1 Director (AR) (25 Feb 2020 to 30 Apr 2025)
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Mark Seddon
IRN MXS03086
- (28)CF1 Director (AR) (since 6 Feb 2012)
- (333)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jan 2025)
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Mark Thomas Lee
IRN MXL00136
- (1734)Appointed representative dealing with clients for which they require qualification (22 Jan 2020 to 8 Apr 2020)
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Mark Tranter
IRN MXT00501
- (745)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (746)Appointed representative dealing with clients for which they require qualification (since 16 May 2023)
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Mark Traynor
IRN MXT00134
- (1464)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1465)Appointed representative dealing with clients for which they require qualification (since 23 Apr 2024)
- (859)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Apr 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ed Davey Mortgage Services Limited
FRN 802420 · Appointed 21 Feb 2018
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DG Mortgages Ltd
FRN 798224 · Appointed 9 Jan 2018
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Spectrum Mortgages and Protection Ltd
FRN 796211 · Appointed 11 Dec 2017
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Errington Stanley Mortgages Ltd
FRN 794800 · Appointed 22 Nov 2017
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Insurance First Brokers Limited
FRN 164785 · Appointed 6 Nov 2017
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Christopher George Lyons
FRN 789564 · Appointed 22 Sep 2017
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Elementary Mortgage Solutions Ltd
FRN 789284 · Appointed 19 Sep 2017
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Balwant Khaira
FRN 562617 · Appointed 14 Aug 2017
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Altogether Financial Solutions Ltd
FRN 489352 · Appointed 3 Aug 2017
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Fulcrum Financial Ltd
FRN 784766 · Appointed 21 Jul 2017
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2580)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2579)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2578)CF1 Director (AR)
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controlled function added: (2577)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2576)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2575)CF1 Director (AR)
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controlled function added: (2574)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2573)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2572)CF1 Director (AR)
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controlled function added: (2571)Appointed representative dealing with clients for which they require qualification