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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Kate Elizabeth Ashton
IRN KER01023
- (584)[FCA CF] Significant management (21 May 2024 to 17 Nov 2025)
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Kate Elizabeth Keelor
IRN KXR00071
- (1613)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Nov 2020)
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Kate Ewing
IRN KXE00032
- (1313)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1314)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Kate Howarth
IRN KXH00116
- (931)Appointed representative dealing with clients for which they require qualification (21 Sep 2020 to 7 Sep 2021)
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Kate Young
IRN KXY00058
- (669)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (670)Appointed representative dealing with clients for which they require qualification (since 13 May 2024)
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Katherine Denise Fitzgerald
IRN KXF00046
- (929)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jun 2024)
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Katherine Helen MacLeod
IRN KXM83002
- (1064)Appointed representative dealing with clients for which they require qualification (5 Oct 2021 to 2 Nov 2022)
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Katherine Lara Brown
IRN KXB00280
- (1086)Appointed representative dealing with clients for which they require qualification (18 Mar 2025 to 19 Dec 2025)
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Katherine Strangeway
IRN KXS00152
- (1585)Appointed representative dealing with clients for which they require qualification (16 Dec 2020 to 7 Sep 2023)
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Katherine Tait
IRN KXT00063
- (973)Appointed representative dealing with clients for which they require qualification (17 Dec 2019 to 23 Jun 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Northern Eagles Financial Ltd (no longer appointed)
FRN 585251 · Appointed 1 Jul 2021 · Until 2 Dec 2021
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Key Mortgages & Protection Ltd (no longer appointed)
FRN 953590 · Appointed 24 Jun 2021 · Until 8 Apr 2026
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Mortgage Gym Solutions Ltd (no longer appointed)
FRN 953407 · Appointed 22 Jun 2021 · Until 25 May 2023
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Your Mortgage Direct (UK) Ltd (no longer appointed)
FRN 953265 · Appointed 21 Jun 2021 · Until 22 Jun 2023
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Hearthstone Mortgages Limited (no longer appointed)
FRN 948384 · Appointed 31 Mar 2021 · Until 13 Sep 2021
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EJM Financial Services Ltd (no longer appointed)
FRN 947783 · Appointed 24 Mar 2021 · Until 19 Jan 2022
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2530)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2529)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2528)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2527)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2526)21. Advising or arranging (bringing about) equity release transactions
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controlled function added: (2525)CF1 Director (AR)
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controlled function added: (2524)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2523)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2522)CF1 Director (AR)
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controlled function added: (2521)Appointed representative dealing with clients for which they require qualification