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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David Burns
IRN DXB01540
- (146)CF1 Director (AR) (since 20 Feb 2023)
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David Cairns
IRN DXC00445
- (1369)Appointed representative dealing with clients for which they require qualification (28 Sep 2021 to 29 Oct 2021)
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David Charles Jacobs
IRN DCJ00002
- (486)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (487)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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David Charles White
IRN DXW00434
- (1326)Appointed representative dealing with clients for which they require qualification (8 Feb 2022 to 16 Dec 2022)
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David Charles Willis
IRN DCW01112
- (2048)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Nov 2023)
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David Christopher Wears
IRN DXW00207
- (1553)Appointed representative dealing with clients for which they require qualification (16 Apr 2024 to 18 Jun 2024)
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David Cornford
IRN DXC02629
- (2636)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2637)Appointed representative dealing with clients for which they require qualification (since 3 Oct 2023)
- (2638)CF1 Director (AR) (since 26 Sep 2023)
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David Craig Elliott
IRN DCE00002
- (2031)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2030)21. Advising or arranging (bringing about) equity release transactions
- (2032)Appointed representative dealing with clients for which they require qualification (since 6 Oct 2025)
- (2033)CF1 Director (AR) (since 10 Sep 2025)
- (1972)Appointed representative dealing with clients for which they require qualification (30 Jul 2021 to 7 Aug 2023)
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David Daniels
IRN DXD00093
- (2108)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jul 2021)
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David Dewhurst
IRN DXD00122
- (273)CF1 Director (AR) (30 Mar 2021 to 29 Feb 2024)
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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trading name added: Reeds Rains Insurance Services
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trading name added: Reallymoving.com Insurance Services
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trading name added: Protection Insurance Solutions
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trading name added: Paul McGowan Mortgage and Insurance Solutions
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trading name added: Mortgages & Insurance Directions
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trading name added: Moneyshake.com Insurance Services
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trading name added: LSLi Insurance Services
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trading name added: Your Move Insurance Services
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trading name added: TMA
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permission removed: CBTL Effective Date