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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Jon Currie
IRN JXC00381
- (1309)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1310)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jonathan Alaistair Cooke
IRN JAC01373
- (59)CF1 Director (AR) (1 Feb 2010 to 1 Oct 2015)
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Jonathan Barnett
IRN JNB01077
- (641)CF1 Director (AR) (3 Jan 2013 to 29 Jan 2013)
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Jonathan Batcock
IRN JXB85444
- (1054)Appointed representative dealing with clients for which they require qualification (19 May 2025 to 7 Nov 2025)
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Jonathan Brumpton
IRN JXB00382
- (149)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (150)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jonathan Charles Ryan
IRN JXR00738
- (113)CF1 Director (AR) (since 12 Sep 2023)
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Jonathan Christopher Sherwood
IRN JXS00257
- (1186)Appointed representative dealing with clients for which they require qualification (26 Feb 2021 to 28 May 2021)
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Jonathan Colin Roy Davies
IRN JXD55467
- (508)CF1 Director (AR) (3 Mar 2022 to 26 Jul 2022)
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Jonathan Cowan
IRN JXC00377
- (1446)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1447)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jonathan Cox
IRN JXC00383
- (1908)CF1 Director (AR) (28 May 2021 to 28 May 2025)
- (1907)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Apr 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Aston & Co Financial Services Ltd (no longer appointed)
FRN 669412 · Appointed 2 Feb 2015 · Until 14 Apr 2025
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Steel & Co (East Anglia) Financial Services Ltd (no longer appointed)
FRN 507595 · Appointed 16 Jan 2015 · Until 6 Jun 2017
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Mayhall Financial Services Ltd (no longer appointed)
FRN 665265 · Appointed 15 Jan 2015 · Until 16 Aug 2016
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First Rate Home Finance Ltd (no longer appointed)
FRN 497346 · Appointed 14 Jan 2015 · Until 16 Aug 2016
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Informed Choices (Midlands) Ltd (no longer appointed)
FRN 664285 · Appointed 9 Jan 2015 · Until 6 Mar 2018
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Your Mortgage Solutions Ltd (no longer appointed)
FRN 437833 · Appointed 6 Jan 2015 · Until 10 Oct 2017
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Spartan Financial Solutions Limited (no longer appointed)
FRN 659196 · Appointed 10 Dec 2014 · Until 22 Jul 2016
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Integritas Financial Portfolio Limited (no longer appointed)
FRN 659414 · Appointed 10 Dec 2014 · Until 5 Feb 2019
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