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.
-
Julie Smyth
IRN JXS00372
- (1327)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1328)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Julie Taylor
IRN JXT00157
- (221)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (222)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Jun Hung Ryan Chan
IRN JXC01176
- (743)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (744)Appointed representative dealing with clients for which they require qualification (since 14 Oct 2024)
-
Justin Stuart Clough
IRN JXC81632
- (1071)Appointed representative dealing with clients for which they require qualification (8 Nov 2021 to 13 Jun 2022)
-
Justyna Ferra
IRN JXF00151
- (1547)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1548)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Jyotindra Amin
IRN JXA00044
- (155)CF1 Director (AR) (10 May 2010 to 31 Aug 2017)
-
Kafeel Rasul
IRN KXR01426
- (2249)CF1 Director (AR) (2 Jan 2015 to 1 Jul 2016)
-
Kali Blake
IRN KXB00363
- (1327)Appointed representative dealing with clients for which they require qualification (27 May 2022 to 29 Nov 2022)
-
Kalpesh Patel
IRN KXP01127
- (66)CF1 Director (AR) (22 May 2012 to 17 Oct 2012)
-
Kane Robert Powell
IRN KXP00192
- (1430)Appointed representative dealing with clients for which they require qualification (19 May 2021 to 18 Oct 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Bespoke Financial Extra Care Ltd (no longer appointed)
FRN 912746 · Appointed 28 Aug 2019 · Until 4 Apr 2022
-
Bespoke Financial Manual Workers Ltd (no longer appointed)
FRN 912579 · Appointed 23 Aug 2019 · Until 2 Jul 2020
-
Bespoke Financial Sports Ltd (no longer appointed)
FRN 912515 · Appointed 21 Aug 2019 · Until 4 Jan 2022
-
Bespoke Financial Family Ltd (no longer appointed)
FRN 912484 · Appointed 20 Aug 2019 · Until 15 Feb 2021
-
Affinitive Asset Group Limited (no longer appointed)
FRN 912254 · Appointed 13 Aug 2019 · Until 27 Nov 2019
-
Bespoke Financial Extreme Ltd (no longer appointed)
FRN 912191 · Appointed 12 Aug 2019 · Until 16 Feb 2021
-
Bespoke Financial Health Ltd (no longer appointed)
FRN 911892 · Appointed 1 Aug 2019 · Until 6 Dec 2024
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (2440)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2439)CF1 Director (AR)
-
controlled function added: (2438)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2437)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2436)CF1 Director (AR)
-
controlled function added: (2435)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2434)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2433)CF1 Director (AR)
-
controlled function added: (2432)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2431)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose