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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Lakbir Singh-Nahal
IRN LXS00148
- (1567)Appointed representative dealing with clients for which they require qualification (17 Feb 2021 to 20 Aug 2021)
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Lara Cochrane
IRN LXC00134
- (2307)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2308)Appointed representative dealing with clients for which they require qualification (since 27 Apr 2023)
- (2309)CF1 Director (AR) (since 25 Apr 2023)
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Laura Angela O'Donnelly
IRN LXO00059
- (33)CF1 Director (AR) (since 21 May 2021)
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Laura Ann Goodwin
IRN LXG00270
- (775)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (776)Appointed representative dealing with clients for which they require qualification (since 13 Jan 2025)
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Laura Anne Chandler
IRN LAC01109
- (503)CF1 Director (AR) (19 Nov 2014 to 15 Nov 2023)
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Laura Anne Smyth
IRN LXS35874
- (1140)Appointed representative dealing with clients for which they require qualification (10 May 2022 to 15 Aug 2022)
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Laura Claire Wilkins
IRN LXW67748
- (1118)Appointed representative dealing with clients for which they require qualification (1 Mar 2022 to 27 May 2022)
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Laura Cole
IRN LXC00114
- (1396)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1397)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Laura Jane Managh
IRN LXM35859
- (438)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (439)Appointed representative dealing with clients for which they require qualification (since 29 Jul 2024)
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Laura Keenan
IRN LXK01408
- (318)CF1 Director (AR) (19 Jun 2018 to 23 Aug 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Aston & Co Financial Services Ltd (no longer appointed)
FRN 669412 · Appointed 2 Feb 2015 · Until 14 Apr 2025
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Steel & Co (East Anglia) Financial Services Ltd (no longer appointed)
FRN 507595 · Appointed 16 Jan 2015 · Until 6 Jun 2017
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Mayhall Financial Services Ltd (no longer appointed)
FRN 665265 · Appointed 15 Jan 2015 · Until 16 Aug 2016
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First Rate Home Finance Ltd (no longer appointed)
FRN 497346 · Appointed 14 Jan 2015 · Until 16 Aug 2016
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Informed Choices (Midlands) Ltd (no longer appointed)
FRN 664285 · Appointed 9 Jan 2015 · Until 6 Mar 2018
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Your Mortgage Solutions Ltd (no longer appointed)
FRN 437833 · Appointed 6 Jan 2015 · Until 10 Oct 2017
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Spartan Financial Solutions Limited (no longer appointed)
FRN 659196 · Appointed 10 Dec 2014 · Until 22 Jul 2016
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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.
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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