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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Ian Cain
IRN IXC83826
- (1060)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Aug 2021)
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Ian Craig Jack
IRN IXJ00005
- (1014)Appointed representative dealing with clients for which they require qualification (12 Sep 2024 to 25 Apr 2025)
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Ian Dawson
IRN IXD00039
- (1631)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Feb 2021)
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Ian Denis Crabb
IRN IDC01062
- (30)CF29 Significant management (11 Sep 2014 to 8 Dec 2019)
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Ian Forsythe
IRN IXF00019
- (153)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (154)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ian Goody
IRN IXG00017
- (2263)CF1 Director (AR) (10 May 2010 to 30 Mar 2015)
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Ian Graham Sowerby
IRN IGS00009
- (151)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (152)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ian Harrison
IRN IXH00069
- (2244)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2245)Appointed representative dealing with clients for which they require qualification (since 25 Jun 2025)
- (2246)CF1 Director (AR) (since 12 Jun 2025)
- (1996)CF1 Director (AR) (13 Nov 2023 to 18 Dec 2023)
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Ian Howarth
IRN IXH00019
- (1911)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1913)CF1 Director (AR) (since 3 Apr 2023)
- (1912)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ian John Mclachlan
IRN IXM00244
- (1250)Appointed representative dealing with clients for which they require qualification (5 Oct 2023 to 30 May 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Midlands Financial Services Ltd (no longer appointed)
FRN 581877 · Appointed 9 Sep 2014 · Until 7 Mar 2019
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Greenshoots Financial Services Ltd (no longer appointed)
FRN 631749 · Appointed 9 Sep 2014 · Until 14 Sep 2017
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Alexander Whyte Financial Solutions Ltd (no longer appointed)
FRN 631327 · Appointed 2 Sep 2014 · Until 17 Jan 2019
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Grosvenor Financial Strategies Ltd (no longer appointed)
FRN 630200 · Appointed 14 Aug 2014 · Until 2 Feb 2021
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Bespoke Financial Group Limited (no longer appointed)
FRN 628980 · Appointed 25 Jul 2014 · Until 6 Dec 2024
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Bespoke Financial (Yorkshire and East Riding) Ltd (no longer appointed)
FRN 628718 · Appointed 21 Jul 2014 · Until 31 Mar 2020
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Bespoke Financial Yorkshire Ltd (no longer appointed)
FRN 628279 · Appointed 15 Jul 2014 · Until 3 Sep 2025
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Right Way Financial Services Ltd (no longer appointed)
FRN 628200 · Appointed 14 Jul 2014 · Until 30 Dec 2015
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