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 Small
IRN JXS00375
- (1668)Appointed representative dealing with clients for which they require qualification (17 Jan 2020 to 13 Oct 2021)
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Joseph Wynne
IRN JXW00289
- (1621)Appointed representative dealing with clients for which they require qualification (21 Dec 2020 to 2 Mar 2023)
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Joseph Zammit
IRN JXZ00017
- (876)Appointed representative dealing with clients for which they require qualification (3 Apr 2020 to 31 Mar 2026)
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Joshua Baker
IRN JXB00837
- (2199)Appointed representative dealing with clients for which they require qualification (10 Aug 2021 to 18 Aug 2023)
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Joshua Beswick
IRN JXB00385
- (1769)Appointed representative dealing with clients for which they require qualification (11 Dec 2020 to 28 Jun 2024)
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Joshua Colley
IRN JXC00378
- (2389)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2391)CF1 Director (AR) (since 10 Oct 2023)
- (2390)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Joshua Jackson
IRN JXJ00333
- (1193)Appointed representative dealing with clients for which they require qualification (23 Nov 2023 to 18 Apr 2025)
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Joshua James Gordon Douglass-Grant
IRN JXD00229
- (1858)Appointed representative dealing with clients for which they require qualification (6 May 2020 to 31 Mar 2022)
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Joshua James Marson
IRN JXM00393
- (1991)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Nov 2021)
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Joshua John Williams
IRN JXW00904
- (1966)Appointed representative dealing with clients for which they require qualification (31 May 2023 to 30 Apr 2026)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2500)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2499)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2498)CF1 Director (AR)
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controlled function added: (2497)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2496)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2495)CF1 Director (AR)
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controlled function added: (2494)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2493)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2492)CF1 Director (AR)
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controlled function added: (2491)Appointed representative dealing with clients for which they require qualification