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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Paul Knowles
IRN PXK00126
- (179)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (180)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Paul Lea
IRN PXL01697
- (138)CF4 Partner (AR) (since 29 Sep 2015)
- (458)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jan 2020)
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Paul Leslie Hardy
IRN PLH01043
- (449)CF1 Director (AR) (6 Jan 2011 to 31 Jul 2025)
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Paul McClean
IRN PXM82788
- (1067)Appointed representative dealing with clients for which they require qualification (5 Jan 2021 to 2 Jan 2024)
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Paul McGrath
IRN PXM31184
- (1145)Appointed representative dealing with clients for which they require qualification (2 Jun 2021 to 29 Nov 2022)
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Paul McKie
IRN PXM01849
- (88)CF1 Director (AR) (since 5 Jul 2024)
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Paul Michael Ridley
IRN PXR00064
- (1005)Appointed representative dealing with clients for which they require qualification (24 Jan 2022 to 6 Jul 2022)
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Paul O'Connor
IRN PXO00042
- (1499)Appointed representative dealing with clients for which they require qualification (30 Jul 2021 to 16 Dec 2022)
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Paul O'Neill
IRN PXO09331
- (22)CF1 Director (AR) (since 26 Sep 2019)
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Paul Roberts
IRN PXR00153
- (1970)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1972)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1971)CF4 Partner (AR) (since 10 May 2010)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Youngstone Financial Services Ltd
FRN 775953 · Appointed 6 Apr 2017
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Johnny Hastings
FRN 503315 · Appointed 31 Mar 2017
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A Penny Saved Ltd
FRN 774910 · Appointed 24 Mar 2017
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RP Financial Services Ltd
FRN 774197 · Appointed 16 Mar 2017
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Anthony Henry Castle
FRN 772930 · Appointed 2 Mar 2017
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First Choice Mortgage & Protection Limited
FRN 514282 · Appointed 24 Feb 2017
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David Haire
FRN 768834 · Appointed 6 Jan 2017
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Tanya Crawford-Rayner
FRN 766180 · Appointed 2 Dec 2016
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Adam George Financial Services Limited
FRN 766009 · Appointed 1 Dec 2016
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Eotey Ltd
FRN 765636 · Appointed 28 Nov 2016
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)