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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Russell Hastie
IRN RXH78063
- (1096)Appointed representative dealing with clients for which they require qualification (1 Aug 2022 to 11 Nov 2022)
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Russell Ian Cager
IRN RXC00076
- (1172)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1173)Appointed representative dealing with clients for which they require qualification (since 18 Mar 2026)
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Russell James Marsden
IRN RXM02885
- (539)CF1 Director (AR) (20 Apr 2016 to 7 Apr 2017)
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Russell John Sanders
IRN RJS00068
- (2015)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2016)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2017)CF1 Director (AR) (since 17 Nov 2015)
- (1987)CF4 Partner (AR) (10 May 2010 to 17 Nov 2015)
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Ryan Aelred Dickson
IRN RXD68085
- (414)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (415)Appointed representative dealing with clients for which they require qualification (since 3 Mar 2025)
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Ryan Anthony Cullen
IRN RXC00211
- (1945)Appointed representative dealing with clients for which they require qualification (13 Jul 2020 to 20 Mar 2024)
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Ryan Bissett
IRN RXB00248
- (1450)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1451)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ryan Facey
IRN RXF00070
- (914)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Dec 2024)
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Ryan Flanagan
IRN RXF10553
- (2663)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2664)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2665)CF1 Director (AR) (since 24 Jan 2019)
- (1883)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Aug 2022)
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Ryan Holmes
IRN RXH00200
- (1728)Appointed representative dealing with clients for which they require qualification (17 Mar 2020 to 24 Aug 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ed Davey Mortgage Services Limited
FRN 802420 · Appointed 21 Feb 2018
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DG Mortgages Ltd
FRN 798224 · Appointed 9 Jan 2018
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Spectrum Mortgages and Protection Ltd
FRN 796211 · Appointed 11 Dec 2017
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Errington Stanley Mortgages Ltd
FRN 794800 · Appointed 22 Nov 2017
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Insurance First Brokers Limited
FRN 164785 · Appointed 6 Nov 2017
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Christopher George Lyons
FRN 789564 · Appointed 22 Sep 2017
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Elementary Mortgage Solutions Ltd
FRN 789284 · Appointed 19 Sep 2017
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Balwant Khaira
FRN 562617 · Appointed 14 Aug 2017
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Altogether Financial Solutions Ltd
FRN 489352 · Appointed 3 Aug 2017
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Fulcrum Financial Ltd
FRN 784766 · Appointed 21 Jul 2017
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