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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Louise Leggett
IRN LXL00064
- (1392)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1393)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (841)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Apr 2021)
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Louise Mary Gilbert
IRN LMG01046
- (245)CF1 Director (AR) (10 May 2010 to 11 Mar 2011)
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Louise Reid
IRN LXR68101
- (1112)Appointed representative dealing with clients for which they require qualification (9 Feb 2021 to 19 May 2026)
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Louise Truckle
IRN LXT01395
- (57)CF1 Director (AR) (30 Jan 2018 to 4 Feb 2020)
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Lucy Anne Sidwell
IRN LXS00130
- (1822)Appointed representative dealing with clients for which they require qualification (10 Mar 2020 to 4 May 2022)
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Lucy Cummings
IRN LXC00119
- (1598)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2021)
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Lucy Moore
IRN LXM00144
- (941)Appointed representative dealing with clients for which they require qualification (28 Jul 2020 to 1 Dec 2021)
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Lucy Susan Morrison
IRN LSM01033
- (448)CF1 Director (AR) (10 May 2010 to 20 Sep 2024)
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Luke Armstrong
IRN LXA00061
- (1857)Appointed representative dealing with clients for which they require qualification (4 Mar 2020 to 1 Oct 2024)
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Luke Conman
IRN LXC00116
- (1836)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Apr 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: (2440)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2439)CF1 Director (AR)
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controlled function added: (2438)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2437)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2436)CF1 Director (AR)
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controlled function added: (2435)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2434)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2433)CF1 Director (AR)
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controlled function added: (2432)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2431)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose