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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Lindsay Smith
IRN LXB01236
- (701)Appointed representative dealing with clients for which they require qualification (2 Jan 2025 to 30 Apr 2026)
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Lindsey Fiona Beck
IRN LXB00175
- (1530)Appointed representative dealing with clients for which they require qualification (1 Apr 2022 to 20 Oct 2022)
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Lindsey Gray
IRN LXG00407
- (564)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (565)Appointed representative dealing with clients for which they require qualification (since 18 Aug 2025)
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Lindsey Pearson
IRN LXP91744
- (2529)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2530)Appointed representative dealing with clients for which they require qualification (since 29 Sep 2020)
- (2531)CF1 Director (AR) (since 25 Aug 2020)
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Lindsey Walker
IRN LXW00238
- (869)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (870)Appointed representative dealing with clients for which they require qualification (since 4 Feb 2022)
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Linsey Mccann
IRN LXM00438
- (823)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (824)Appointed representative dealing with clients for which they require qualification (since 25 Jan 2024)
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Lisa Bray
IRN LXB19241
- (469)CF1 Director (AR) (24 Aug 2019 to 10 Aug 2021)
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Lisa Carson
IRN LXC00567
- (827)Appointed representative dealing with clients for which they require qualification (22 Feb 2024 to 11 Mar 2025)
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Lisa Charles Jones
IRN LXC01378
- (60)CF1 Director (AR) (12 Jan 2011 to 10 Aug 2016)
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Lisa Cumming
IRN LXC00118
- (1507)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1508)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Midlands Financial Services Ltd (no longer appointed)
FRN 581877 · Appointed 9 Sep 2014 · Until 7 Mar 2019
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Greenshoots Financial Services Ltd (no longer appointed)
FRN 631749 · Appointed 9 Sep 2014 · Until 14 Sep 2017
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Alexander Whyte Financial Solutions Ltd (no longer appointed)
FRN 631327 · Appointed 2 Sep 2014 · Until 17 Jan 2019
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Grosvenor Financial Strategies Ltd (no longer appointed)
FRN 630200 · Appointed 14 Aug 2014 · Until 2 Feb 2021
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Bespoke Financial Group Limited (no longer appointed)
FRN 628980 · Appointed 25 Jul 2014 · Until 6 Dec 2024
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Bespoke Financial (Yorkshire and East Riding) Ltd (no longer appointed)
FRN 628718 · Appointed 21 Jul 2014 · Until 31 Mar 2020
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Bespoke Financial Yorkshire Ltd (no longer appointed)
FRN 628279 · Appointed 15 Jul 2014 · Until 3 Sep 2025
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Right Way Financial Services Ltd (no longer appointed)
FRN 628200 · Appointed 14 Jul 2014 · Until 30 Dec 2015
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