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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Jamie Holland
IRN JXH01049
- (1235)Appointed representative dealing with clients for which they require qualification (18 Jan 2023 to 2 Jun 2023)
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Jamie Joseph Smyth
IRN JXS12335
- (2266)CF1 Director (AR) (3 Apr 2019 to 31 Aug 2022)
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Jamie Newburn
IRN JXN00261
- (1224)Appointed representative dealing with clients for which they require qualification (11 Apr 2023 to 21 Sep 2023)
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Jamie Riordan
IRN JXR00210
- (20)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Aug 2020)
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Jamie Stuart Martin-Boulton
IRN JXM00319
- (2493)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2494)Appointed representative dealing with clients for which they require qualification (since 1 Sep 2023)
- (2495)CF1 Director (AR) (since 25 Jul 2023)
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Jamil Muhammad Akhtar
IRN JMA01130
- (167)CF1 Director (AR) (10 May 2010 to 5 Aug 2010)
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Jane Foulston
IRN JXF01261
- (1266)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1267)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jane Haskell
IRN JXH00635
- (1891)Appointed representative dealing with clients for which they require qualification (3 Apr 2023 to 2 Apr 2026)
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Jane Lomas
IRN JXL00606
- (783)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (784)Appointed representative dealing with clients for which they require qualification (since 21 Apr 2023)
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Jane Patricia Warren
IRN JPW01202
- (196)CF1 Director (AR) (28 Sep 2012 to 13 Jul 2018)
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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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