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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Jordan Gregory
IRN JXG00188
- (2200)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Aug 2023)
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Jordan Moffat
IRN JXM00385
- (850)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Feb 2022)
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Jordan Moule
IRN JXM14688
- (2591)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2592)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2593)CF1 Director (AR) (since 8 May 2019)
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Jordan Roundhill
IRN JXR77597
- (1103)Appointed representative dealing with clients for which they require qualification (23 Jul 2020 to 22 Dec 2022)
- (1104)CF1 Director (AR) (22 Jul 2020 to 22 Dec 2022)
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Jordan Sanders
IRN JXS03563
- (1918)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2022)
- (1919)CF1 Director (AR) (15 Apr 2016 to 28 Jun 2024)
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Jordan Smith
IRN JXS00371
- (2209)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Nov 2022)
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Jordan Willis
IRN JXW00696
- (2129)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2130)Appointed representative dealing with clients for which they require qualification (since 31 Jul 2024)
- (2131)CF1 Director (AR) (since 10 Jul 2024)
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Joseph Booth
IRN JXB00381
- (895)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Dec 2021)
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Joseph Carrino Perez
IRN JCP01142
- (571)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jun 2023)
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Joseph Ethan Brown
IRN JXB00936
- (2119)Appointed representative dealing with clients for which they require qualification (23 Nov 2021 to 16 May 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Grosvenor Estate Planning Ltd (no longer appointed)
FRN 762558 · Appointed 24 Oct 2016 · Until 2 Feb 2021
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Targeted Financial Solutions Ltd (no longer appointed)
FRN 760529 · Appointed 7 Oct 2016 · Until 29 Jan 2022
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Vision Financial Solutions (Staffs) Ltd (no longer appointed)
FRN 759529 · Appointed 30 Sep 2016 · Until 11 Aug 2025
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Francis Stone Protection Solutions Ltd (no longer appointed)
FRN 759163 · Appointed 22 Sep 2016 · Until 29 Aug 2018
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Red Leg Financial Services Ltd (no longer appointed)
FRN 759071 · Appointed 21 Sep 2016 · Until 26 Jan 2025
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Vesta Financial Services Ltd (no longer appointed)
FRN 758024 · Appointed 8 Sep 2016 · Until 6 Jul 2022
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