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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Jonathan Pearson Round
IRN JPR01117
- (2285)Director of firm who is not a certification employee or a SMF manager (1 Mar 2024 to 28 Feb 2026)
- (2280)SMF3 Executive Director (9 Dec 2019 to 23 Feb 2024)
- (2281)SMF1 Chief Executive (9 Dec 2019 to 23 Feb 2024)
- (2279)Responsible for Insurance Distribution (1 Oct 2018 to 8 Feb 2019)
- (2284)CF3 Chief Executive (6 Mar 2015 to 8 Dec 2019)
- (2278)Responsible for Insurance Mediation (28 Jun 2013 to 30 Sep 2018)
- (2287)CF1 Director (17 Aug 2012 to 8 Dec 2019)
- (2286)CF1 Director (AR) (31 Dec 2010 to 20 Aug 2012)
- (2282)CF29 Significant management (1 Nov 2007 to 3 Aug 2012)
- (2283)CF17 Significant Mgt (Other Business Operations) (30 Jun 2006 to 31 Oct 2007)
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Jonathan Robert Baker
IRN JXB00387
- (1738)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Nov 2020)
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Jonathan Samuel Thomas McCombe
IRN JSM00060
- (2147)CF4 Partner (AR) (10 May 2010 to 6 Dec 2011)
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Jonathan Sizer
IRN JXS00370
- (886)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Mar 2022)
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Jonathan Strachan Holmes
IRN JXH00347
- (1741)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Aug 2020)
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Jonathan Williamson
IRN JXW00208
- (2499)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2500)Appointed representative dealing with clients for which they require qualification (since 16 Oct 2023)
- (2501)CF1 Director (AR) (since 2 Oct 2023)
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Jonathon Warwick Bister
IRN JWS00010
- (2037)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2038)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2039)CF1 Director (AR) (since 25 Apr 2013)
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Jordan Dallas
IRN JXD00225
- (225)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (226)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jordan Ettridge
IRN JXE00090
- (1866)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2022)
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Jordan Gatting
IRN JXG00705
- (393)CF1 Director (AR) (9 Nov 2023 to 18 Dec 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2520)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2519)CF1 Director (AR)
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controlled function added: (2518)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2517)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2516)CF1 Director (AR)
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controlled function added: (2515)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2514)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2513)CF1 Director (AR)
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controlled function added: (2512)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2511)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose