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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Peter Kenneth Reynolds
IRN PKR00006
- (726)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Sep 2022)
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Peter Lloyd
IRN PXL25294
- (496)Appointed representative dealing with clients for which they require qualification (30 Oct 2020 to 3 Nov 2023)
- (497)CF1 Director (AR) (19 Oct 2020 to 17 Sep 2024)
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Peter McComiskey
IRN PXM00214
- (1485)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1486)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Peter McGuinness
IRN PXM02359
- (305)CF1 Director (AR) (12 Nov 2013 to 29 Mar 2022)
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Peter Mcdermott
IRN PXM00211
- (201)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (202)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Peter Melville Lambert Atkinson
IRN PXA01155
- (237)CF1 Director (AR) (10 May 2010 to 24 Dec 2010)
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Peter O'Neill
IRN PXO01266
- (119)CF1 Director (AR) (since 3 Jul 2014)
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Peter Pollock
IRN PXP01295
- (614)CF1 Director (AR) (19 Jul 2013 to 25 Sep 2019)
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Peter Richard Jones
IRN PRJ00024
- (326)CF1 Director (AR) (10 May 2010 to 8 Dec 2025)
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Peter Roe
IRN PXR79113
- (1091)Appointed representative dealing with clients for which they require qualification (31 Aug 2021 to 7 Jun 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Aston & Co Financial Services Ltd (no longer appointed)
FRN 669412 · Appointed 2 Feb 2015 · Until 14 Apr 2025
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Steel & Co (East Anglia) Financial Services Ltd (no longer appointed)
FRN 507595 · Appointed 16 Jan 2015 · Until 6 Jun 2017
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Mayhall Financial Services Ltd (no longer appointed)
FRN 665265 · Appointed 15 Jan 2015 · Until 16 Aug 2016
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First Rate Home Finance Ltd (no longer appointed)
FRN 497346 · Appointed 14 Jan 2015 · Until 16 Aug 2016
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Informed Choices (Midlands) Ltd (no longer appointed)
FRN 664285 · Appointed 9 Jan 2015 · Until 6 Mar 2018
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Your Mortgage Solutions Ltd (no longer appointed)
FRN 437833 · Appointed 6 Jan 2015 · Until 10 Oct 2017
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Spartan Financial Solutions Limited (no longer appointed)
FRN 659196 · Appointed 10 Dec 2014 · Until 22 Jul 2016
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Integritas Financial Portfolio Limited (no longer appointed)
FRN 659414 · Appointed 10 Dec 2014 · Until 5 Feb 2019
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)