Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
No.2 Methuen ParkChippenhamWiltshireSN14 0GBUNITED KINGDOM- Phone
- +443303030237
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
Equity Release Advice
For Customer, Home reversion plans
-
Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
-
Equity Release Arranging
For Customer, Home reversion plans
-
Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Credit Brokering
-
Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
Equity Release Setup
For Customer, Home reversion plans
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
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.
-
Keith O'Neil
IRN KXO00006
- (480)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (481)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Keith Webber
IRN KXW08740
- (1167)Appointed representative dealing with clients for which they require qualification (24 Feb 2025 to 30 Apr 2026)
-
Keith William Edmunds
IRN KWE01006
- (468)CF1 Director (AR) (17 Jun 2015 to 24 Aug 2016)
-
Kelli Wilson
IRN KXW00145
- (1054)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1055)Appointed representative dealing with clients for which they require qualification (since 7 Sep 2021)
-
Kelly Barnes
IRN KXB00138
- (924)Appointed representative dealing with clients for which they require qualification (17 Mar 2020 to 3 Mar 2023)
-
Kelly Louise McCabe
IRN KLM01078
- (347)CF1 Director (AR) (23 Nov 2011 to 2 Sep 2014)
-
Kelly Marie Wilson
IRN KXW00106
- (1252)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1253)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Kelly Platen-Mills
IRN KXP00099
- (1856)Appointed representative dealing with clients for which they require qualification (4 Mar 2020 to 1 Oct 2024)
-
Kelly Rebecca Ellis
IRN KRE01014
- (478)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (479)Appointed representative dealing with clients for which they require qualification (since 17 Mar 2023)
-
Kelly Riley
IRN KXR00306
- (1206)Appointed representative dealing with clients for which they require qualification (3 Oct 2023 to 8 Jul 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
First Financial Services Ltd
FRN 575702 · Appointed 21 Feb 2012
-
Fortune Financial Planning Ltd
FRN 573484 · Appointed 25 Jan 2012
-
Clear Financial (Midlands) Ltd
FRN 482897 · Appointed 17 Jan 2012
-
Smith Coffin Private Finance Ltd
FRN 570021 · Appointed 30 Nov 2011
-
Riviera Mortgages Ltd
FRN 569667 · Appointed 24 Nov 2011
-
The Money Consultancy Limited
FRN 567791 · Appointed 1 Nov 2011
-
Ashley Farrell
FRN 566914 · Appointed 19 Oct 2011
-
Jmc Mortgage Services Ltd
FRN 561715 · Appointed 9 Aug 2011
-
Dunham McCarthy Financial Services Ltd
FRN 553556 · Appointed 14 Jun 2011
-
Choices Financial Ltd
FRN 407492 · Appointed 11 May 2011
Recent activity
Updates to this firm's record on the FCA register.
-
trading name added: Lawlors Insurance Services
-
trading name added: Lauristans Insurance Services
-
trading name added: JNP Insurance Services
-
trading name added: Intercounty Insurance Services
-
trading name added: Iammoving.com Insurance Services
-
trading name added: Hawes & Co Insurance Services
-
trading name added: Haven Insurance Specialists
-
trading name added: That’s Life Insurance Services
-
trading name added: That’s Business Insurance Services
-
trading name added: Remortgage Made easy