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.
-
Rona Susan Shields
IRN RSS01069
- (193)CF1 Director (AR) (10 May 2010 to 4 May 2018)
-
Ronald John Walker
IRN RJW00054
- (749)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Dec 2023)
-
Ronan Jellett
IRN RXJ01524
- (1181)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Sep 2021)
- (1182)CF1 Director (AR) (5 May 2018 to 18 Sep 2021)
-
Ronan Martin McCaughley
IRN RXM01854
- (452)CF1 Director (AR) (31 Jan 2011 to 5 May 2023)
- (451)CF4 Partner (AR) (10 May 2010 to 28 Jan 2011)
-
Ronan Mc Anenly
IRN RXM01260
- (544)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (545)Appointed representative dealing with clients for which they require qualification (since 1 Dec 2025)
-
Rory Harrigan
IRN RXH00189
- (904)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 May 2023)
-
Rosa Seccia
IRN RXS00558
- (1348)Appointed representative dealing with clients for which they require qualification (11 Apr 2022 to 1 Mar 2023)
-
Rosalyn Margaret Judd
IRN RXJ00078
- (893)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Dec 2021)
-
Rosemary Margaret Hall
IRN RMH01124
- (498)CF1 Director (AR) (7 Nov 2013 to 13 Dec 2024)
-
Roshan Correa
IRN RXC00214
- (1513)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1514)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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: (2450)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2449)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2448)CF1 Director (AR)
-
controlled function added: (2447)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2446)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2445)CF1 Director (AR)
-
controlled function added: (2444)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2443)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2442)CF1 Director (AR)
-
controlled function added: (2441)Appointed representative dealing with clients for which they require qualification