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.
-
Georgine Candie Greenhalgh
IRN GXG00070
- (1583)Appointed representative dealing with clients for which they require qualification (23 Dec 2019 to 24 Jan 2020)
-
Gerald Cuddihy
IRN GXC01473
- (142)CF1 Director (AR) (10 May 2010 to 21 May 2012)
-
Geraldine McDade
IRN GXM00186
- (900)Appointed representative dealing with clients for which they require qualification (1 Jun 2020 to 20 May 2022)
-
Gerard Donald Morgan
IRN GDM00019
- (1028)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1029)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Gerard Fergal McGeown
IRN GFM01026
- (707)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2025)
-
Gerard Fila
IRN GXF00055
- (2319)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2320)Appointed representative dealing with clients for which they require qualification (since 27 Apr 2023)
- (2321)CF1 Director (AR) (since 25 Apr 2023)
- (2189)Appointed representative dealing with clients for which they require qualification (3 Dec 2020 to 13 Mar 2023)
-
Gerard James Murphy
IRN GJM00022
- (763)Appointed representative dealing with clients for which they require qualification (14 Oct 2020 to 3 Jun 2025)
-
Gerard Joseph Martin McCloskey
IRN GJM00018
- (462)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (463)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Gerard Sexton
IRN GXS00031
- (1905)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1906)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1907)CF1 Director (AR) (since 11 May 2017)
-
Ghazal Shakeel
IRN GXS58571
- (1123)Appointed representative dealing with clients for which they require qualification (16 May 2025 to 18 Mar 2026)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
LWL Property Services Limited (no longer appointed)
FRN 613432 · Appointed 22 Jan 2014 · Until 17 Aug 2022
-
ADG Mortgage & Insurance Services Ltd (no longer appointed)
FRN 468147 · Appointed 10 Jan 2014 · Until 30 Apr 2020
-
1st National Insurance Solutions Ltd (no longer appointed)
FRN 609515 · Appointed 31 Oct 2013 · Until 8 Jun 2016
-
Firstxtra Financial Services Limited (no longer appointed)
FRN 609324 · Appointed 28 Oct 2013 · Until 13 Dec 2024
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