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.
-
Kirstie Wallace-Hart
IRN KXW19235
- (459)CF1 Director (AR) (29 Aug 2019 to 10 Aug 2021)
-
Kirstin Pavitt
IRN KXP01906
- (398)CF1 Director (AR) (3 Apr 2018 to 6 Sep 2023)
-
Kirsty Danielle Fearn
IRN KXM51768
- (1135)Appointed representative dealing with clients for which they require qualification (21 Sep 2021 to 8 Jul 2022)
-
Kirsty Gordon
IRN KXG00077
- (966)Appointed representative dealing with clients for which they require qualification (15 Dec 2020 to 16 Jun 2021)
-
Kirsty Lacey
IRN KXL00082
- (1688)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 May 2021)
-
Kirsty Patricia Bohanna
IRN KXB00534
- (735)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (736)Appointed representative dealing with clients for which they require qualification (since 24 Jul 2023)
-
Kirsty Smith
IRN KXS00882
- (554)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (555)Appointed representative dealing with clients for which they require qualification (since 12 Sep 2025)
-
Kody Allen
IRN KXA01523
- (1712)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1713)Appointed representative dealing with clients for which they require qualification (since 4 Oct 2024)
- (1714)CF1 Director (AR) (since 5 Jan 2023)
-
Kok Wai Lau
IRN KXL00244
- (769)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (770)Appointed representative dealing with clients for which they require qualification (since 17 Apr 2025)
-
Krina Patel
IRN KXP00101
- (1720)Appointed representative dealing with clients for which they require qualification (5 Mar 2020 to 30 Sep 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Aston & Co Financial Services Ltd (no longer appointed)
FRN 669412 · Appointed 2 Feb 2015 · Until 14 Apr 2025
-
Steel & Co (East Anglia) Financial Services Ltd (no longer appointed)
FRN 507595 · Appointed 16 Jan 2015 · Until 6 Jun 2017
-
Mayhall Financial Services Ltd (no longer appointed)
FRN 665265 · Appointed 15 Jan 2015 · Until 16 Aug 2016
-
First Rate Home Finance Ltd (no longer appointed)
FRN 497346 · Appointed 14 Jan 2015 · Until 16 Aug 2016
-
Informed Choices (Midlands) Ltd (no longer appointed)
FRN 664285 · Appointed 9 Jan 2015 · Until 6 Mar 2018
-
Your Mortgage Solutions Ltd (no longer appointed)
FRN 437833 · Appointed 6 Jan 2015 · Until 10 Oct 2017
-
Spartan Financial Solutions Limited (no longer appointed)
FRN 659196 · Appointed 10 Dec 2014 · Until 22 Jul 2016
-
Integritas Financial Portfolio Limited (no longer appointed)
FRN 659414 · Appointed 10 Dec 2014 · Until 5 Feb 2019
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (2520)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2519)CF1 Director (AR)
-
controlled function added: (2518)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2517)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2516)CF1 Director (AR)
-
controlled function added: (2515)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2514)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2513)CF1 Director (AR)
-
controlled function added: (2512)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2511)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose