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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Jonathan David Clark
IRN JXC00366
- (956)Appointed representative dealing with clients for which they require qualification (26 Jul 2022 to 17 Mar 2023)
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Jonathan David Wood
IRN JDW01174
- (394)CF1 Director (AR) (10 May 2010 to 27 Aug 2021)
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Jonathan Downing
IRN JXD00226
- (197)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (198)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jonathan Foster
IRN JXF00371
- (1322)Appointed representative dealing with clients for which they require qualification (28 Feb 2022 to 9 Jan 2024)
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Jonathan Fowler
IRN JXF00143
- (2160)Appointed representative dealing with clients for which they require qualification (15 Dec 2020 to 8 Dec 2021)
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Jonathan Francis Walsh
IRN JXW00285
- (1788)Appointed representative dealing with clients for which they require qualification (23 Nov 2020 to 16 Dec 2022)
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Jonathan Henry
IRN JXH16033
- (2194)Appointed representative dealing with clients for which they require qualification (13 May 2020 to 18 Jan 2024)
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Jonathan Holden
IRN JRH01304
- (1644)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1645)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1646)CF1 Director (AR) (since 2 Nov 2016)
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Jonathan Holt
IRN JXH00349
- (1529)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1530)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jonathan Hunter Reynolds
IRN JHR01055
- (692)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Dec 2024)
- (693)CF1 Director (AR) (10 May 2010 to 20 Dec 2024)
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: (2550)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2549)CF1 Director (AR)
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controlled function added: (2548)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2547)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2546)CF1 Director (AR)
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controlled function added: (2545)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2544)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2543)CF1 Director (AR)
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controlled function added: (2542)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2541)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose