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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Matthew Lorenzo
IRN MXL00450
- (1266)Appointed representative dealing with clients for which they require qualification (11 Aug 2022 to 16 May 2026)
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Matthew McCormick
IRN MXM00967
- (799)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (800)Appointed representative dealing with clients for which they require qualification (since 3 Oct 2022)
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Matthew Miles
IRN MXM00329
- (170)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Sep 2020)
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Matthew Mounsey
IRN MXM00320
- (2205)CF1 Director (AR) (4 May 2021 to 4 Oct 2025)
- (2204)Appointed representative dealing with clients for which they require qualification (15 May 2020 to 4 Oct 2025)
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Matthew Naish
IRN MXN00235
- (851)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (852)Appointed representative dealing with clients for which they require qualification (since 19 Apr 2022)
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Matthew Nixon
IRN MXN00101
- (1205)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1206)Appointed representative dealing with clients for which they require qualification (since 20 Feb 2025)
- (1622)Appointed representative dealing with clients for which they require qualification (18 Dec 2020 to 26 Sep 2022)
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Matthew Odell
IRN MXO00061
- (1372)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1373)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Matthew Preston
IRN MXP07121
- (2615)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2616)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2617)CF1 Director (AR) (since 15 Oct 2018)
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Matthew Ramsey Wann
IRN MRW00021
- (761)CF4 Partner (AR) (10 May 2010 to 31 Dec 2011)
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Matthew Richard Coulson
IRN MRC01195
- (343)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Apr 2021)
- (344)CF1 Director (AR) (31 Oct 2011 to 18 Oct 2022)
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: (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