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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Melissa Wilcock
IRN MLT01060
- (1727)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1728)Appointed representative dealing with clients for which they require qualification (since 21 Nov 2022)
- (1729)CF1 Director (AR) (since 27 Oct 2022)
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Melvyn Lloyd Fordham
IRN MLF01032
- (636)CF1 Director (AR) (12 Oct 2015 to 4 Aug 2016)
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Meryn Elizabeth Stewart
IRN MXS00079
- (331)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (332)Appointed representative dealing with clients for which they require qualification (since 3 Jul 2023)
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Micah Cowan
IRN MXC00304
- (1810)Appointed representative dealing with clients for which they require qualification (8 Oct 2020 to 13 Apr 2022)
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Michael Andrew Bentham
IRN MXB00320
- (1709)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2021)
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Michael Andrew Sharp
IRN MXS09909
- (1164)Appointed representative dealing with clients for which they require qualification (30 Jul 2021 to 1 Mar 2022)
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Michael Anthony Lynch
IRN MXL00467
- (1249)Appointed representative dealing with clients for which they require qualification (3 Dec 2024 to 7 Mar 2025)
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Michael Axtell
IRN MXA00168
- (2505)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2506)Appointed representative dealing with clients for which they require qualification (since 29 Jun 2023)
- (2507)CF1 Director (AR) (since 26 Jun 2023)
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Michael Banfield
IRN MJB00019
- (784)Appointed representative dealing with clients for which they require qualification (28 Jan 2022 to 29 Jul 2022)
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Michael Banford
IRN MXB00318
- (1787)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Nov 2021)
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: (2560)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2559)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2558)CF1 Director (AR)
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controlled function added: (2557)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2556)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2555)CF1 Director (AR)
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controlled function added: (2554)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2553)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2552)CF1 Director (AR)
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controlled function added: (2551)Appointed representative dealing with clients for which they require qualification