Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
No.2 Methuen ParkChippenhamWiltshireSN14 0GBUNITED KINGDOM- Phone
- +443303030237
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
Equity Release Advice
For Customer, Home reversion plans
-
Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
-
Equity Release Arranging
For Customer, Home reversion plans
-
Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Credit Brokering
-
Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
Equity Release Setup
For Customer, Home reversion plans
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
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.
-
Samantha Louise Perry
IRN SXP00077
- (327)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (328)Appointed representative dealing with clients for which they require qualification (since 3 Oct 2024)
- (1030)Appointed representative dealing with clients for which they require qualification (24 Dec 2020 to 15 May 2022)
-
Samantha Saunders
IRN SXS00343
- (146)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Sep 2020)
-
Samet Sozen
IRN SXS00165
- (1025)Appointed representative dealing with clients for which they require qualification (28 Oct 2024 to 21 Feb 2025)
-
Sammi Carswell
IRN SXC01046
- (725)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (726)Appointed representative dealing with clients for which they require qualification (since 25 Jan 2024)
-
Samuel David Loving
IRN SDL01065
- (2115)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Oct 2020)
-
Samuel Edward Farmer
IRN SEF01050
- (2021)CF1 Director (AR) (10 May 2010 to 4 Jul 2019)
-
Samuel Lee Scott
IRN SXS00696
- (943)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (944)Appointed representative dealing with clients for which they require qualification (since 5 Mar 2025)
-
Samuel Noble
IRN SXN00083
- (1862)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jul 2021)
-
Samuel Paul Dicken
IRN SXD00613
- (32)CF1 Director (AR) (since 14 Nov 2022)
-
Samuel Ross Alexander Mckeown
IRN SXM00932
- (1339)Appointed representative dealing with clients for which they require qualification (20 Dec 2021 to 20 Jun 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Ed Davey Mortgage Services Limited
FRN 802420 · Appointed 21 Feb 2018
-
DG Mortgages Ltd
FRN 798224 · Appointed 9 Jan 2018
-
Spectrum Mortgages and Protection Ltd
FRN 796211 · Appointed 11 Dec 2017
-
Errington Stanley Mortgages Ltd
FRN 794800 · Appointed 22 Nov 2017
-
Insurance First Brokers Limited
FRN 164785 · Appointed 6 Nov 2017
-
Christopher George Lyons
FRN 789564 · Appointed 22 Sep 2017
-
Elementary Mortgage Solutions Ltd
FRN 789284 · Appointed 19 Sep 2017
-
Balwant Khaira
FRN 562617 · Appointed 14 Aug 2017
-
Altogether Financial Solutions Ltd
FRN 489352 · Appointed 3 Aug 2017
-
Fulcrum Financial Ltd
FRN 784766 · Appointed 21 Jul 2017
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (2470)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2469)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2468)CF1 Director (AR)
-
controlled function added: (2467)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2466)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2465)CF1 Director (AR)
-
controlled function added: (2464)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2463)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2462)CF1 Director (AR)
-
controlled function added: (2461)Appointed representative dealing with clients for which they require qualification