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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Rachael Lodge
IRN RXD01700
- (279)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2023)
- (280)CF1 Director (AR) (28 Jul 2014 to 3 Sep 2025)
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Rachael Louise Stearman
IRN RXS00115
- (1019)Appointed representative dealing with clients for which they require qualification (29 Jul 2021 to 25 Feb 2022)
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Rachael Mullan
IRN RXM00252
- (1499)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (147)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1500)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (148)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Rachael Stevenson
IRN RXS00653
- (855)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (856)Appointed representative dealing with clients for which they require qualification (since 29 Mar 2022)
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Rachel Ann Isles
IRN RAI00003
- (373)CF1 Director (AR) (30 May 2022 to 14 Nov 2024)
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Rachel Atkinson
IRN RXA00112
- (174)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jan 2021)
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Rachel Chambers
IRN RXC07940
- (37)CF1 Director (AR) (6 Nov 2018 to 8 May 2019)
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Rachel Clare Wilcox
IRN RXW00430
- (1260)Appointed representative dealing with clients for which they require qualification (28 Jul 2023 to 21 Nov 2023)
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Rachel Elizabeth Taylor
IRN RXT00154
- (1475)Appointed representative dealing with clients for which they require qualification (20 Oct 2021 to 21 Apr 2022)
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Rachel Hester
IRN RXH00472
- (883)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (884)Appointed representative dealing with clients for which they require qualification (since 3 May 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Kelli Wilson
FRN 956479 · Appointed 10 Aug 2021
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Carlile Financial Ltd
FRN 956200 · Appointed 5 Aug 2021
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Butler Mortgage Solutions Ltd
FRN 466930 · Appointed 22 Jul 2021
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O Williams Financial Services Ltd
FRN 954993 · Appointed 18 Jul 2021
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Northern Standard Mortgages Ltd
FRN 954748 · Appointed 15 Jul 2021
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SLW Mortgages Ltd
FRN 926230 · Appointed 26 May 2021
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Tyrone Mortgages Ltd
FRN 950769 · Appointed 10 May 2021
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OPS Financial Advice Ltd
FRN 950688 · Appointed 9 May 2021
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Mazemortgages.co.uk Ltd
FRN 948938 · Appointed 13 Apr 2021
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Aaron Gibson
FRN 946723 · Appointed 10 Mar 2021
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