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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Priyaatharsan Anandagumar
IRN PXA00161
- (953)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (954)Appointed representative dealing with clients for which they require qualification (since 13 Oct 2025)
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Prudence Bridget Fernandes
IRN PBF00004
- (379)CF4 Partner (AR) (10 May 2010 to 17 Jun 2010)
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Pui Kit Kelvin Lee
IRN PXL00284
- (785)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (786)Appointed representative dealing with clients for which they require qualification (since 3 Nov 2025)
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Quaysar Rafique
IRN QXR00002
- (1076)Appointed representative dealing with clients for which they require qualification (12 Jan 2021 to 30 Apr 2026)
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Rabeita Kalsi
IRN RXK00081
- (993)Appointed representative dealing with clients for which they require qualification (20 Sep 2022 to 17 Mar 2023)
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Rachael Alannah Dawson
IRN RXD00139
- (2274)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2276)CF1 Director (AR) (since 21 Aug 2024)
- (2275)Appointed representative dealing with clients for which they require qualification (since 29 Jul 2024)
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Rachael Bolam
IRN RXB00249
- (1826)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Dec 2021)
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Rachael Cole
IRN RXC00947
- (521)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (522)Appointed representative dealing with clients for which they require qualification (since 9 Mar 2026)
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Rachael Deborah Yvonne Attwell
IRN RXA00111
- (1749)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jul 2020)
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Rachael Jane Brook
IRN RJB01496
- (216)CF1 Director (AR) (10 May 2010 to 7 May 2015)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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DMC Financial Services (NI) Limited
FRN 475178 · Appointed 10 May 2010
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Jonathan Ross Brumpton
FRN 414691 · Appointed 10 May 2010
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John Mills
FRN 466121 · Appointed 10 May 2010
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Joanna Jones
FRN 493075 · Appointed 10 May 2010
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Deborah Shiels
FRN 489750 · Appointed 10 May 2010
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Affinity Individual Mortgage Services Limited
FRN 477790 · Appointed 10 May 2010
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Jackson Grundy Financial Services Ltd
FRN 402101 · Appointed 10 May 2010
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Shields Mortgage Services Ltd
FRN 405280 · Appointed 10 May 2010
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David Jacobs
FRN 414926 · Appointed 10 May 2010
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Sexton Financial Services Ltd
FRN 414475 · Appointed 10 May 2010
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