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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David Stirling
IRN DXS02907
- (1598)CF1 Director (AR) (since 4 Feb 2019)
- (1597)CF4 Partner (AR) (since 19 Sep 2017)
- (2000)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Mar 2025)
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David Turner
IRN DXT01469
- (248)CF1 Director (AR) (31 Aug 2011 to 17 Jun 2014)
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David Warnaby
IRN DXW00103
- (748)Appointed representative dealing with clients for which they require qualification (5 Apr 2022 to 20 Jun 2022)
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David Waters
IRN WXD01172
- (2624)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2625)Appointed representative dealing with clients for which they require qualification (since 15 Apr 2024)
- (2626)CF1 Director (AR) (since 11 Apr 2024)
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David Whyte
IRN DXW52234
- (1134)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Jul 2021)
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David Wilkinson
IRN DXW00154
- (2446)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2448)CF1 Director (AR) (since 17 Apr 2024)
- (2447)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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David William Scotland
IRN DWS00033
- (223)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (224)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (725)CF1 Director (AR) (17 Sep 2015 to 20 Oct 2017)
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David Williams
IRN DXW00257
- (1032)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1033)Appointed representative dealing with clients for which they require qualification (since 24 Sep 2025)
- (1490)Appointed representative dealing with clients for which they require qualification (6 Apr 2021 to 9 Sep 2025)
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David Wright
IRN DXW01501
- (206)CF29 Significant management (1 Nov 2007 to 1 Apr 2014)
- (207)CF17 Significant Mgt (Other Business Operations) (14 Oct 2005 to 31 Oct 2007)
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David Yates
IRN DXY00014
- (1905)CF1 Director (AR) (22 Feb 2021 to 28 May 2025)
- (1904)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2025)
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: (2540)CF1 Director (AR)
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controlled function added: (2539)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2538)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2537)CF1 Director (AR)
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controlled function added: (2536)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2535)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2534)CF1 Director (AR)
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controlled function added: (2533)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2532)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2531)CF1 Director (AR)