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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Leona Natalia McKenzie
IRN LXM00596
- (1217)Appointed representative dealing with clients for which they require qualification (11 Jul 2023 to 1 May 2026)
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Leonard Paul Robinson
IRN LPR01010
- (763)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (764)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Leonard William Horne
IRN LWH00003
- (783)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 May 2026)
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Lesley Alison Bissett
IRN LAB00030
- (224)CF4 Partner (AR) (10 May 2010 to 29 Jul 2011)
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Lesley Wilson
IRN LXW01310
- (2270)CF1 Director (AR) (24 Apr 2017 to 11 Oct 2018)
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Leslie Andrew Miller Crawford
IRN LAC00018
- (732)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Apr 2026)
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Levi James Duke
IRN LXD00105
- (2262)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2263)Appointed representative dealing with clients for which they require qualification (since 14 Aug 2024)
- (2264)CF1 Director (AR) (since 5 Aug 2024)
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Levi Thomas
IRN LXT00201
- (805)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (806)Appointed representative dealing with clients for which they require qualification (since 13 Sep 2022)
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Lewin Goulbourne
IRN LXG00209
- (857)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (858)Appointed representative dealing with clients for which they require qualification (since 18 Mar 2022)
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Lewis Bovingdon-Boag
IRN LXB00312
- (955)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (956)Appointed representative dealing with clients for which they require qualification (since 30 Jun 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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The Aberdeen Mortgage Brokers Ltd
FRN 946296 · Appointed 4 Mar 2021
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Dolphin Financial Services Limited
FRN 945116 · Appointed 17 Feb 2021
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Edinburgh MC Ltd
FRN 945047 · Appointed 16 Feb 2021
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Blue Pepper Mortgages Ltd
FRN 942952 · Appointed 14 Jan 2021
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Eccleston Financial Services Ltd
FRN 941330 · Appointed 17 Dec 2020
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Fosters Financial Ltd
FRN 743945 · Appointed 24 Nov 2020
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Holmefield Financial Solutions Limited
FRN 938752 · Appointed 18 Nov 2020
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Wilson Mortgages and Financial Services Limited
FRN 938707 · Appointed 17 Nov 2020
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Daniel & Jacobs Ltd
FRN 937381 · Appointed 29 Oct 2020
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In Tune Financial Ltd
FRN 937252 · Appointed 28 Oct 2020
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