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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Jake Freeburn Calder
IRN JXC00680
- (959)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (960)Appointed representative dealing with clients for which they require qualification (since 2 Feb 2026)
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Jake Turney
IRN JXT00162
- (1801)Appointed representative dealing with clients for which they require qualification (16 Oct 2020 to 4 Apr 2023)
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Jakub Koscian
IRN JXK00130
- (1859)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jul 2020)
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James Alan Campbell
IRN JAC01312
- (643)Appointed representative dealing with clients for which they require qualification (22 Sep 2022 to 15 Sep 2023)
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James Alan Evans
IRN JXE00246
- (1252)Appointed representative dealing with clients for which they require qualification (5 Oct 2022 to 2 Mar 2023)
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James Alexander Saunders
IRN JAS01505
- (219)CF1 Director (AR) (10 Mar 2014 to 1 Mar 2016)
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James Alfred William Chaney
IRN JAC01402
- (1146)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1147)Appointed representative dealing with clients for which they require qualification (since 25 Sep 2024)
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James Andrew Foley
IRN JXF00454
- (2113)CF1 Director (AR) (since 30 Apr 2026)
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James Anthony Vizard
IRN JXV00036
- (2078)Appointed representative dealing with clients for which they require qualification (20 Jul 2023 to 13 Dec 2023)
- (2079)CF1 Director (AR) (18 Jun 2023 to 13 Dec 2023)
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James Baker
IRN JXB02863
- (324)CF1 Director (AR) (24 Oct 2012 to 13 May 2024)
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: (2490)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2489)CF1 Director (AR)
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controlled function added: (2488)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2487)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2486)CF1 Director (AR)
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controlled function added: (2485)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2484)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2483)CF1 Director (AR)
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controlled function added: (2482)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2481)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose