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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Margaret Halkyard
IRN MXH02453
- (91)CF1 Director (AR) (2 Oct 2012 to 13 May 2013)
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Margaret McIvor
IRN MXM00321
- (863)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2021)
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Margaret Thomas
IRN MXT02261
- (223)CF1 Director (AR) (23 Aug 2016 to 12 Jul 2017)
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Maria Antoniou
IRN MXA00779
- (1240)Appointed representative dealing with clients for which they require qualification (9 Dec 2022 to 31 Dec 2023)
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Maria Mavromati
IRN MXM04429
- (651)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (652)Appointed representative dealing with clients for which they require qualification (since 27 Aug 2024)
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Maria Paula Rhule
IRN MXR00199
- (1763)Appointed representative dealing with clients for which they require qualification (15 Jan 2021 to 11 Apr 2021)
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Mariam Awad
IRN MXA01215
- (809)Appointed representative dealing with clients for which they require qualification (20 Jan 2025 to 26 Oct 2025)
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Marie Knowles
IRN MDF01092
- (1390)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1391)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Marie Pearl Wilmot
IRN MXW00682
- (366)CF1 Director (AR) (10 Feb 2023 to 5 Feb 2024)
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Marilyn Marshall
IRN MXM00071
- (760)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 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: (2450)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2449)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2448)CF1 Director (AR)
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controlled function added: (2447)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2446)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2445)CF1 Director (AR)
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controlled function added: (2444)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2443)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2442)CF1 Director (AR)
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controlled function added: (2441)Appointed representative dealing with clients for which they require qualification