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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Leona Natalia McKenzie
IRN LXM00596
- (1217)Appointed representative dealing with clients for which they require qualification (11 Jul 2023 to 1 May 2026)
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Leonard Paul Robinson
IRN LPR01010
- (763)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (764)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Leonard William Horne
IRN LWH00003
- (783)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 May 2026)
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Lesley Alison Bissett
IRN LAB00030
- (224)CF4 Partner (AR) (10 May 2010 to 29 Jul 2011)
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Lesley Wilson
IRN LXW01310
- (2270)CF1 Director (AR) (24 Apr 2017 to 11 Oct 2018)
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Leslie Andrew Miller Crawford
IRN LAC00018
- (732)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Apr 2026)
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Levi James Duke
IRN LXD00105
- (2262)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2263)Appointed representative dealing with clients for which they require qualification (since 14 Aug 2024)
- (2264)CF1 Director (AR) (since 5 Aug 2024)
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Levi Thomas
IRN LXT00201
- (805)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (806)Appointed representative dealing with clients for which they require qualification (since 13 Sep 2022)
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Lewin Goulbourne
IRN LXG00209
- (857)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (858)Appointed representative dealing with clients for which they require qualification (since 18 Mar 2022)
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Lewis Bovingdon-Boag
IRN LXB00312
- (955)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (956)Appointed representative dealing with clients for which they require qualification (since 30 Jun 2021)
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: (2470)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2469)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2468)CF1 Director (AR)
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controlled function added: (2467)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2466)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2465)CF1 Director (AR)
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controlled function added: (2464)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2463)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2462)CF1 Director (AR)
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controlled function added: (2461)Appointed representative dealing with clients for which they require qualification