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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Grace Magill
IRN GXM00387
- (1352)Appointed representative dealing with clients for which they require qualification (22 Oct 2021 to 16 Feb 2023)
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Grace Poole
IRN GXP00099
- (915)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Feb 2023)
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Graeme Ballantyne
IRN GXB00009
- (2523)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2524)Appointed representative dealing with clients for which they require qualification (since 7 Oct 2020)
- (2525)CF1 Director (AR) (since 25 Sep 2020)
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Graeme Black
IRN GXB01432
- (677)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Aug 2024)
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Graeme Henderson
IRN GXH01425
- (117)CF1 Director (AR) (since 16 May 2012)
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Graeme Marcus Cumberland
IRN GMC01140
- (1786)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1788)CF1 Director (AR) (since 30 Aug 2022)
- (1787)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2060)CF4 Partner (AR) (26 Jun 2015 to 5 Sep 2022)
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Graeme McColm
IRN GXM00187
- (1531)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1532)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Graeme Stuart Hilley
IRN GXH00162
- (2211)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2212)Appointed representative dealing with clients for which they require qualification (since 11 Apr 2022)
- (2213)CF1 Director (AR) (since 4 Apr 2022)
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Graham Charman
IRN GXC00144
- (134)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Nov 2020)
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Graham Denis Kemp
IRN GDK00003
- (753)Appointed representative dealing with clients for which they require qualification (15 Dec 2020 to 9 Jan 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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New Capital Finance Ltd (no longer appointed)
FRN 464728 · Appointed 10 May 2010 · Until 11 Oct 2011
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Castle Wealth Management (no longer appointed)
FRN 430370 · Appointed 10 May 2010 · Until 17 Jun 2010
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Norman Bissett & Associates (no longer appointed)
FRN 162117 · Appointed 10 May 2010 · Until 29 Jul 2011
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North East Financial Services Ltd (no longer appointed)
FRN 437314 · Appointed 10 May 2010 · Until 21 Jun 2025
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Carol Mitchell Financial Services Limited (no longer appointed)
FRN 458887 · Appointed 10 May 2010 · Until 1 Mar 2026
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Nutgrove Mortgage Services (no longer appointed)
FRN 434506 · Appointed 10 May 2010 · Until 3 May 2011
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C.T.A. Financial Solutions Limited (no longer appointed)
FRN 411397 · Appointed 10 May 2010 · Until 2 Mar 2012
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