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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Joseph John Appleton
IRN JJA01038
- (16)CF1 Director (AR) (3 Dec 2015 to 15 Jun 2019)
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Joseph Johnson
IRN JXJ00099
- (1508)Appointed representative dealing with clients for which they require qualification (7 May 2021 to 23 Jun 2021)
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Joseph Keyes
IRN JXK00427
- (1273)Appointed representative dealing with clients for which they require qualification (29 Jul 2022 to 7 Jul 2023)
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Joseph Lamb
IRN JXL00193
- (1799)Appointed representative dealing with clients for which they require qualification (3 Nov 2020 to 26 Feb 2021)
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Joseph McIlwaine
IRN JXM00433
- (1568)Appointed representative dealing with clients for which they require qualification (9 Feb 2021 to 25 May 2021)
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Joseph Michael Dewsbury
IRN JXD00630
- (1272)Appointed representative dealing with clients for which they require qualification (15 Jul 2022 to 24 Aug 2023)
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Joseph Pointon
IRN JXP00227
- (1646)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Jul 2021)
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Joseph Purnell
IRN JXP00952
- (671)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (672)Appointed representative dealing with clients for which they require qualification (since 29 Apr 2024)
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Joseph Robert Bowie
IRN JXB00665
- (275)CF1 Director (AR) (14 Jan 2022 to 25 Oct 2022)
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Joseph Robert Burton
IRN JXB00893
- (1364)Appointed representative dealing with clients for which they require qualification (12 Oct 2021 to 31 Mar 2022)
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: (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)