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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Lyam Mitchell
IRN LXM00149
- (1649)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
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Lyndsey Pickering
IRN LXP00092
- (873)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2021)
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Lynn Butler
IRN LXB00408
- (1323)Appointed representative dealing with clients for which they require qualification (22 Feb 2022 to 21 Apr 2022)
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Lynn Gilmour
IRN LXG00025
- (1031)Appointed representative dealing with clients for which they require qualification (7 Feb 2022 to 1 Feb 2025)
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Lynn Louise Crockett
IRN LXC00043
- (1806)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1807)Appointed representative dealing with clients for which they require qualification (since 5 Feb 2020)
- (1808)CF1 Director (AR) (since 18 May 2016)
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Lynn MacKay
IRN LXM00140
- (949)Appointed representative dealing with clients for which they require qualification (15 Sep 2020 to 31 Aug 2021)
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Lynn Stephenson
IRN LXS00387
- (1285)Appointed representative dealing with clients for which they require qualification (6 May 2022 to 2 Mar 2023)
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Lynsey Evelyn Gault
IRN LXG00119
- (1484)Appointed representative dealing with clients for which they require qualification (9 Apr 2021 to 24 Sep 2021)
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Lynzi Harrison
IRN LXH01632
- (2675)SMF10 Chair of the Risk Committee (since 30 Apr 2026)
- (2674)SMF11 Chair of the Audit Committee (since 29 Apr 2024)
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MARTIN WARD
IRN MXW02023
- (561)CF1 Director (AR) (6 Jan 2016 to 14 Apr 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