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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Rebecca Newby
IRN RXL00107
- (1430)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1431)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Rebecca Phillips
IRN RXP02358
- (68)CF1 Director (AR) (11 Jul 2017 to 29 Nov 2018)
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Rebecca Ryder-Phillips
IRN RXI00039
- (1341)Appointed representative dealing with clients for which they require qualification (13 Dec 2021 to 4 Mar 2022)
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Rebecca Tyldsley
IRN RXT00274
- (849)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (850)Appointed representative dealing with clients for which they require qualification (since 19 Apr 2022)
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Rebecca Wheeler
IRN RXW00158
- (157)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Dec 2019)
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Rebecca Wilkinson
IRN RXW00156
- (1790)Appointed representative dealing with clients for which they require qualification (14 Dec 2021 to 7 Mar 2023)
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Rebekah Clark
IRN RXC00209
- (878)Appointed representative dealing with clients for which they require qualification (21 Jan 2020 to 31 Mar 2026)
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Rebekah Falconer
IRN RXF00376
- (581)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (582)Appointed representative dealing with clients for which they require qualification (since 23 Jun 2025)
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Reece Martin
IRN RXM00320
- (1510)Appointed representative dealing with clients for which they require qualification (31 Jul 2023 to 29 Nov 2024)
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Reem Westcott
IRN RXW00157
- (1724)Appointed representative dealing with clients for which they require qualification (20 Jan 2021 to 27 Feb 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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DMC Financial Services (NI) Limited
FRN 475178 · Appointed 10 May 2010
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Jonathan Ross Brumpton
FRN 414691 · Appointed 10 May 2010
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John Mills
FRN 466121 · Appointed 10 May 2010
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Joanna Jones
FRN 493075 · Appointed 10 May 2010
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Deborah Shiels
FRN 489750 · Appointed 10 May 2010
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Affinity Individual Mortgage Services Limited
FRN 477790 · Appointed 10 May 2010
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Jackson Grundy Financial Services Ltd
FRN 402101 · Appointed 10 May 2010
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Shields Mortgage Services Ltd
FRN 405280 · Appointed 10 May 2010
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David Jacobs
FRN 414926 · Appointed 10 May 2010
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Sexton Financial Services Ltd
FRN 414475 · Appointed 10 May 2010
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2510)CF1 Director (AR)
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controlled function added: (2509)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2508)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2507)CF1 Director (AR)
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controlled function added: (2506)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2505)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2504)CF1 Director (AR)
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controlled function added: (2503)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2502)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2501)CF1 Director (AR)