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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Robert Edwards
IRN RXE01144
- (145)CF1 Director (AR) (10 May 2010 to 4 Jul 2011)
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Robert Gurr
IRN RXG00125
- (1710)Appointed representative dealing with clients for which they require qualification (1 Oct 2020 to 27 Jul 2021)
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Robert Hall
IRN RXH02259
- (528)Appointed representative dealing with clients for which they require qualification (19 Mar 2020 to 31 Jul 2020)
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Robert Hazell
IRN RJH01492
- (2251)Appointed representative dealing with clients for which they require qualification (21 Oct 2020 to 31 Mar 2022)
- (2252)CF1 Director (AR) (9 Nov 2016 to 5 Jul 2022)
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Robert Hendry
IRN RXH01655
- (600)Appointed representative dealing with clients for which they require qualification (22 Jan 2020 to 8 Aug 2022)
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Robert John Chapman
IRN RXC00140
- (738)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Aug 2020)
- (739)CF1 Director (AR) (17 Nov 2014 to 14 Oct 2025)
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Robert John Crawley
IRN RJC00080
- (136)CF1 Director (AR) (since 18 Sep 2013)
- (341)CF4 Partner (AR) (24 May 2011 to 14 Oct 2013)
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Robert John Duncan
IRN RXD00244
- (2217)CF1 Director (AR) (2 Sep 2021 to 28 Oct 2021)
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Robert John Old
IRN RJO00016
- (1094)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1095)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Robert Joseph Middleton
IRN RXM55612
- (1130)Appointed representative dealing with clients for which they require qualification (3 May 2022 to 23 Jan 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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First Financial Services Ltd
FRN 575702 · Appointed 21 Feb 2012
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Fortune Financial Planning Ltd
FRN 573484 · Appointed 25 Jan 2012
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Clear Financial (Midlands) Ltd
FRN 482897 · Appointed 17 Jan 2012
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Smith Coffin Private Finance Ltd
FRN 570021 · Appointed 30 Nov 2011
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Riviera Mortgages Ltd
FRN 569667 · Appointed 24 Nov 2011
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The Money Consultancy Limited
FRN 567791 · Appointed 1 Nov 2011
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Ashley Farrell
FRN 566914 · Appointed 19 Oct 2011
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Jmc Mortgage Services Ltd
FRN 561715 · Appointed 9 Aug 2011
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Dunham McCarthy Financial Services Ltd
FRN 553556 · Appointed 14 Jun 2011
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Choices Financial Ltd
FRN 407492 · Appointed 11 May 2011
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