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.
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