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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Helen Charlesworth
IRN HXC01291
- (2290)CF1 Director (AR) (11 Jan 2013 to 31 Mar 2014)
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Helen Coffin
IRN HXC01170
- (109)CF1 Director (AR) (since 12 May 2014)
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Helen Denise Christmas-Willan
IRN HDC01016
- (86)CF1 Director (AR) (since 12 Aug 2017)
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Helen Elizabeth Buck
IRN HEB01053
- (340)CF1 Director (AR) (19 Dec 2017 to 20 Sep 2021)
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Helen Elizabeth Lord
IRN HEL00006
- (138)CF1 Director (AR) (10 May 2010 to 8 Mar 2012)
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Helen Elizabeth McCoubrey
IRN HXM06559
- (412)CF1 Director (AR) (12 Oct 2018 to 15 Mar 2022)
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Helen Frances Cawthra
IRN HXC00051
- (988)Appointed representative dealing with clients for which they require qualification (28 Apr 2021 to 19 Jan 2022)
- (989)CF1 Director (AR) (23 Apr 2021 to 19 Jan 2022)
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Helen Gaskell
IRN HXG00121
- (68)CF1 Director (AR) (since 12 Jul 2022)
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Helen Goodall
IRN HJS00017
- (299)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (300)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Helen Louise Thomas
IRN HLT00001
- (681)CF1 Director (AR) (10 May 2010 to 15 Jul 2011)
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: (2570)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2569)CF1 Director (AR)
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controlled function added: (2568)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2567)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2566)CF1 Director (AR)
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controlled function added: (2565)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2564)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2563)CF1 Director (AR)
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controlled function added: (2562)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2561)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose