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.
-
Raymond McDonald
IRN RXM00614
- (865)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (866)Appointed representative dealing with clients for which they require qualification (since 28 Feb 2022)
-
Raymond Meek
IRN RXM00251
- (884)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Apr 2022)
-
Reanna Collinson
IRN RXC00484
- (1318)Appointed representative dealing with clients for which they require qualification (24 Jun 2022 to 16 Feb 2023)
-
Rebecca Batty
IRN RXS00267
- (1329)21. Advising or arranging (bringing about) equity release transactions
- (1330)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1331)Appointed representative dealing with clients for which they require qualification (since 1 Sep 2021)
- (1847)CF1 Director (AR) (26 Feb 2021 to 30 Jun 2022)
- (1846)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2020)
-
Rebecca Claire Hicks
IRN RXE00046
- (2051)Appointed representative dealing with clients for which they require qualification (22 May 2023 to 11 Nov 2023)
- (2052)CF1 Director (AR) (12 May 2023 to 11 Nov 2023)
-
Rebecca Hughes
IRN RXH00402
- (1411)Appointed representative dealing with clients for which they require qualification (14 Jul 2021 to 17 Nov 2021)
-
Rebecca June Rosindale
IRN RJR01173
- (17)CF1 Director (AR) (since 30 Mar 2017)
- (282)Appointed representative dealing with clients for which they require qualification (16 Aug 2023 to 14 Jul 2025)
-
Rebecca Lee Clayton
IRN RXC00397
- (1413)Appointed representative dealing with clients for which they require qualification (13 Jul 2021 to 14 Feb 2022)
-
Rebecca Marie Ducker
IRN RMD01116
- (320)CF1 Director (AR) (29 Aug 2012 to 27 Aug 2021)
-
Rebecca McKetty
IRN RXM00257
- (1582)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Choices Financial Ltd
FRN 407492 · Appointed 11 May 2011
-
Geoffrey Piercy
FRN 550316 · Appointed 10 May 2011
-
Fresh Financial Consultants Ltd
FRN 543454 · Appointed 21 Mar 2011
-
Richard Mairs
FRN 541701 · Appointed 17 Feb 2011
-
Friendly Financial Ltd
FRN 516012 · Appointed 17 Feb 2011
-
Peter O'Neill Ltd
FRN 194176 · Appointed 11 Feb 2011
-
Business Protection Solutions (UK) Limited
FRN 538062 · Appointed 21 Dec 2010
-
Moira Sheerin
FRN 437208 · Appointed 2 Dec 2010
-
Trust Financial Solutions Ltd
FRN 531801 · Appointed 16 Sep 2010
-
Mortgage Information Bureau Ltd
FRN 495489 · Appointed 9 Aug 2010
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