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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Jason Copeland
IRN JXC00101
- (1032)Appointed representative dealing with clients for which they require qualification (7 Sep 2021 to 5 Jan 2022)
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Jason Crane
IRN JXC00755
- (2134)Appointed representative dealing with clients for which they require qualification (29 Oct 2021 to 29 Feb 2024)
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Jason Davison
IRN JXD00067
- (2514)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2515)Appointed representative dealing with clients for which they require qualification (since 30 Oct 2020)
- (2516)CF1 Director (AR) (since 21 Oct 2020)
- (2047)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Feb 2020)
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Jason Dean Flack
IRN JDF00038
- (249)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (250)Appointed representative dealing with clients for which they require qualification (since 18 Aug 2023)
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Jason Harris
IRN JXH00346
- (1835)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)
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Jason Lee Green
IRN JLG00011
- (460)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (461)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jason Neilson Sweeney
IRN JXS02931
- (78)CF1 Director (AR) (10 Oct 2014 to 1 Sep 2017)
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Jason Noakes
IRN JXN01551
- (293)CF1 Director (AR) (4 May 2017 to 22 May 2020)
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Jason Richard Howard
IRN JRH00062
- (2208)CF1 Director (AR) (22 Dec 2010 to 18 Sep 2025)
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Jason Smith
IRN JXS01012
- (1300)Appointed representative dealing with clients for which they require qualification (29 Jun 2022 to 21 Sep 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Midlands Financial Services Ltd (no longer appointed)
FRN 581877 · Appointed 9 Sep 2014 · Until 7 Mar 2019
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Greenshoots Financial Services Ltd (no longer appointed)
FRN 631749 · Appointed 9 Sep 2014 · Until 14 Sep 2017
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Alexander Whyte Financial Solutions Ltd (no longer appointed)
FRN 631327 · Appointed 2 Sep 2014 · Until 17 Jan 2019
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Grosvenor Financial Strategies Ltd (no longer appointed)
FRN 630200 · Appointed 14 Aug 2014 · Until 2 Feb 2021
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Bespoke Financial Group Limited (no longer appointed)
FRN 628980 · Appointed 25 Jul 2014 · Until 6 Dec 2024
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Bespoke Financial (Yorkshire and East Riding) Ltd (no longer appointed)
FRN 628718 · Appointed 21 Jul 2014 · Until 31 Mar 2020
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Bespoke Financial Yorkshire Ltd (no longer appointed)
FRN 628279 · Appointed 15 Jul 2014 · Until 3 Sep 2025
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Right Way Financial Services Ltd (no longer appointed)
FRN 628200 · Appointed 14 Jul 2014 · Until 30 Dec 2015
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