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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Lloyd William Charles Davidson
IRN LWD00001
- (215)CF4 Partner (AR) (10 May 2010 to 31 May 2012)
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Lois Keefe
IRN LXK00045
- (1571)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (245)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1572)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (246)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Lois Robyn Kitchen
IRN LXT00141
- (911)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (912)Appointed representative dealing with clients for which they require qualification (since 23 Sep 2025)
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Lois Scarlett Sampson
IRN LXS00714
- (807)Appointed representative dealing with clients for which they require qualification (14 Jul 2025 to 24 Sep 2025)
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Lorna Bailey
IRN LXB01965
- (141)CF1 Director (AR) (since 31 Aug 2017)
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Lorna Binnie
IRN LXB00140
- (1576)Appointed representative dealing with clients for which they require qualification (26 Jan 2021 to 1 Oct 2021)
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Lorna Manley
IRN LXM00145
- (1477)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1478)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Lorna Owens
IRN LXO57799
- (426)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (427)Appointed representative dealing with clients for which they require qualification (since 30 Oct 2023)
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Lorraine Eliza Howard
IRN LEH01027
- (132)CF1 Director (AR) (25 Jun 2010 to 13 Apr 2011)
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Lorraine Gilchrist
IRN LXG00145
- (1452)Appointed representative dealing with clients for which they require qualification (17 May 2023 to 10 Oct 2025)
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