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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Matthew Lorenzo
IRN MXL00450
- (1266)Appointed representative dealing with clients for which they require qualification (11 Aug 2022 to 16 May 2026)
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Matthew McCormick
IRN MXM00967
- (799)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (800)Appointed representative dealing with clients for which they require qualification (since 3 Oct 2022)
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Matthew Miles
IRN MXM00329
- (170)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Sep 2020)
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Matthew Mounsey
IRN MXM00320
- (2205)CF1 Director (AR) (4 May 2021 to 4 Oct 2025)
- (2204)Appointed representative dealing with clients for which they require qualification (15 May 2020 to 4 Oct 2025)
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Matthew Naish
IRN MXN00235
- (851)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (852)Appointed representative dealing with clients for which they require qualification (since 19 Apr 2022)
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Matthew Nixon
IRN MXN00101
- (1205)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1206)Appointed representative dealing with clients for which they require qualification (since 20 Feb 2025)
- (1622)Appointed representative dealing with clients for which they require qualification (18 Dec 2020 to 26 Sep 2022)
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Matthew Odell
IRN MXO00061
- (1372)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1373)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Matthew Preston
IRN MXP07121
- (2615)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2616)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2617)CF1 Director (AR) (since 15 Oct 2018)
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Matthew Ramsey Wann
IRN MRW00021
- (761)CF4 Partner (AR) (10 May 2010 to 31 Dec 2011)
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Matthew Richard Coulson
IRN MRC01195
- (343)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Apr 2021)
- (344)CF1 Director (AR) (31 Oct 2011 to 18 Oct 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2460)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2459)CF1 Director (AR)
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controlled function added: (2458)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2457)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2456)CF1 Director (AR)
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controlled function added: (2455)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2454)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2453)21. Advising or arranging (bringing about) equity release transactions
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controlled function added: (2452)CF1 Director (AR)
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controlled function added: (2451)CF1 Director (AR)