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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Nicky Ling
IRN NXL00055
- (1070)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1071)Appointed representative dealing with clients for which they require qualification (since 3 Jan 2023)
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Nicola Charmaine McKenzie
IRN NCM01069
- (1715)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1716)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1717)CF1 Director (AR) (since 9 Jul 2012)
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Nicola Cowan
IRN NXC00017
- (2527)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2526)21. Advising or arranging (bringing about) equity release transactions
- (2528)Appointed representative dealing with clients for which they require qualification (since 24 Sep 2025)
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Nicola Crotch
IRN NXC00061
- (323)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (324)Appointed representative dealing with clients for which they require qualification (since 4 Feb 2022)
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Nicola Currell
IRN NXC00098
- (2481)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2482)Appointed representative dealing with clients for which they require qualification (since 30 Oct 2023)
- (2483)CF1 Director (AR) (since 5 Oct 2023)
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Nicola Dyson
IRN NXD00227
- (1257)Appointed representative dealing with clients for which they require qualification (23 Sep 2022 to 13 Mar 2024)
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Nicola Gregory
IRN GXN01289
- (522)Appointed representative dealing with clients for which they require qualification (12 Jul 2022 to 9 Feb 2023)
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Nicola Henderson
IRN NXH01406
- (241)CF1 Director (AR) (10 May 2010 to 3 Apr 2013)
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Nicola Jayne Chappell
IRN NJC01220
- (395)CF4 Partner (AR) (27 May 2010 to 28 Oct 2010)
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Nicola Jones
IRN NXJ00034
- (2490)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2491)Appointed representative dealing with clients for which they require qualification (since 17 Aug 2021)
- (2492)CF1 Director (AR) (since 5 Jul 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Youngstone Financial Services Ltd
FRN 775953 · Appointed 6 Apr 2017
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Johnny Hastings
FRN 503315 · Appointed 31 Mar 2017
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A Penny Saved Ltd
FRN 774910 · Appointed 24 Mar 2017
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RP Financial Services Ltd
FRN 774197 · Appointed 16 Mar 2017
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Anthony Henry Castle
FRN 772930 · Appointed 2 Mar 2017
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First Choice Mortgage & Protection Limited
FRN 514282 · Appointed 24 Feb 2017
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David Haire
FRN 768834 · Appointed 6 Jan 2017
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Tanya Crawford-Rayner
FRN 766180 · Appointed 2 Dec 2016
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Adam George Financial Services Limited
FRN 766009 · Appointed 1 Dec 2016
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Eotey Ltd
FRN 765636 · Appointed 28 Nov 2016
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