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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Robin Thomas
IRN RXT00113
- (28)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Dec 2019)
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Robyn Martin
IRN RXM00349
- (1034)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1035)Appointed representative dealing with clients for which they require qualification (since 30 May 2023)
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Rodney McKirgan
IRN RXM01907
- (1809)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1810)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1811)CF1 Director (AR) (since 10 May 2010)
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Roger Gordon Parry
IRN RGP00003
- (2056)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2057)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2058)CF1 Director (AR) (since 25 Jul 2017)
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Roger Leonard Randall
IRN RLR01034
- (474)CF1 Director (AR) (28 Sep 2023 to 9 Aug 2024)
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Roger Malcolm Phillips
IRN RXP00038
- (2034)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2036)Appointed representative dealing with clients for which they require qualification (since 10 Sep 2025)
- (2035)CF4 Partner (AR) (since 2 Sep 2020)
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Roger O'Brien
IRN RXO00034
- (2112)Appointed representative dealing with clients for which they require qualification (17 Jan 2020 to 31 Mar 2025)
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Roger Turkington
IRN RXT00112
- (1497)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1498)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Roger William Webb
IRN RWW00024
- (120)CF4 Partner (AR) (10 May 2010 to 10 Nov 2015)
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Roisin Monaghan
IRN RXM00254
- (1352)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1353)Appointed representative dealing with clients for which they require qualification (since 27 Jan 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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The Mortgage Genie Limited
FRN 754691 · Appointed 1 Aug 2016
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Richard Hoy
FRN 754253 · Appointed 28 Jul 2016
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Carnegie Financial Ltd
FRN 752617 · Appointed 12 Jul 2016
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Brendan Headley
FRN 524489 · Appointed 30 Jun 2016
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Mortgage Advice Solutions Limited
FRN 743460 · Appointed 24 Jun 2016
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Yorkshire Financial Consultancy Limited
FRN 201855 · Appointed 3 Jun 2016
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Sanger Financial Services Limited
FRN 745160 · Appointed 25 Apr 2016
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Pinewood Financial Services Ltd
FRN 465585 · Appointed 13 Apr 2016
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Paul McGowan Financial Services Ltd
FRN 743692 · Appointed 11 Apr 2016
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Onpoint Financial Limited
FRN 742934 · Appointed 4 Apr 2016
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