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.
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New Capital Finance Ltd (no longer appointed)
FRN 464728 · Appointed 10 May 2010 · Until 11 Oct 2011
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Castle Wealth Management (no longer appointed)
FRN 430370 · Appointed 10 May 2010 · Until 17 Jun 2010
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Norman Bissett & Associates (no longer appointed)
FRN 162117 · Appointed 10 May 2010 · Until 29 Jul 2011
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North East Financial Services Ltd (no longer appointed)
FRN 437314 · Appointed 10 May 2010 · Until 21 Jun 2025
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Carol Mitchell Financial Services Limited (no longer appointed)
FRN 458887 · Appointed 10 May 2010 · Until 1 Mar 2026
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Nutgrove Mortgage Services (no longer appointed)
FRN 434506 · Appointed 10 May 2010 · Until 3 May 2011
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C.T.A. Financial Solutions Limited (no longer appointed)
FRN 411397 · Appointed 10 May 2010 · Until 2 Mar 2012
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Lawlors Insurance Services
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trading name added: Lauristans Insurance Services
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trading name added: JNP Insurance Services
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trading name added: Intercounty Insurance Services
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trading name added: Iammoving.com Insurance Services
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trading name added: Hawes & Co Insurance Services
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trading name added: Haven Insurance Specialists
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trading name added: That’s Life Insurance Services
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trading name added: That’s Business Insurance Services
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trading name added: Remortgage Made easy