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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Mark John Ward
IRN MXW00218
- (1323)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1324)Appointed representative dealing with clients for which they require qualification (since 24 Jul 2020)
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Mark Kevin Morris
IRN MKM01031
- (711)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (712)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Mark Leslie Brock
IRN MLB00019
- (375)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (376)Appointed representative dealing with clients for which they require qualification (since 7 Dec 2023)
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Mark Lloyd Robson
IRN MLR01067
- (589)Appointed representative dealing with clients for which they require qualification (11 Jul 2022 to 13 Jul 2022)
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Mark Mcquaid
IRN MXM00322
- (1386)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1387)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Mark Nathan
IRN MXN01712
- (546)CF4 Partner (AR) (8 May 2015 to 17 Jan 2017)
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Mark O'Leary
IRN MXO00114
- (2183)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2184)Appointed representative dealing with clients for which they require qualification (since 4 Nov 2024)
- (2185)CF1 Director (AR) (since 21 Aug 2024)
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Mark Peter David Laws
IRN MPL01069
- (1438)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1439)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Mark Peter Edwards
IRN MPE01037
- (1880)CF1 Director (AR) (2 Dec 2015 to 22 May 2016)
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Mark Philip Dudley
IRN MPD01112
- (32)CF1 Director (AR) (10 May 2010 to 22 Sep 2010)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ed Davey Mortgage Services Limited
FRN 802420 · Appointed 21 Feb 2018
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DG Mortgages Ltd
FRN 798224 · Appointed 9 Jan 2018
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Spectrum Mortgages and Protection Ltd
FRN 796211 · Appointed 11 Dec 2017
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Errington Stanley Mortgages Ltd
FRN 794800 · Appointed 22 Nov 2017
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Insurance First Brokers Limited
FRN 164785 · Appointed 6 Nov 2017
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Christopher George Lyons
FRN 789564 · Appointed 22 Sep 2017
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Elementary Mortgage Solutions Ltd
FRN 789284 · Appointed 19 Sep 2017
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Balwant Khaira
FRN 562617 · Appointed 14 Aug 2017
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Altogether Financial Solutions Ltd
FRN 489352 · Appointed 3 Aug 2017
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Fulcrum Financial Ltd
FRN 784766 · Appointed 21 Jul 2017
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