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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Keal Anthony Carlile
IRN KXC00114
- (2035)Appointed representative dealing with clients for which they require qualification (14 Oct 2021 to 16 May 2026)
- (2036)CF1 Director (AR) (4 Oct 2021 to 16 May 2026)
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Keeley Amber Barber
IRN KXB00057
- (1015)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
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Keeley Anne Diment
IRN KAS00012
- (765)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Sep 2024)
- (766)CF1 Director (AR) (8 Jul 2015 to 17 Sep 2024)
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Keeley Clayton
IRN KXC67844
- (418)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (419)Appointed representative dealing with clients for which they require qualification (since 13 Jul 2022)
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Keeley Handlovics
IRN KXH67651
- (420)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (421)Appointed representative dealing with clients for which they require qualification (since 1 Jul 2021)
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Keelie Wilson
IRN KXW00472
- (793)Appointed representative dealing with clients for which they require qualification (28 May 2025 to 31 Mar 2026)
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Keith Anthony Hannath
IRN KAH00014
- (1888)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1889)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1890)CF1 Director (AR) (since 25 Mar 2013)
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Keith Bothwell
IRN KXB83390
- (363)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (364)Appointed representative dealing with clients for which they require qualification (since 8 Mar 2024)
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Keith David Angell
IRN KXA00321
- (2089)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2090)Appointed representative dealing with clients for which they require qualification (since 4 Apr 2025)
- (2091)CF1 Director (AR) (since 18 Feb 2025)
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Keith Mackenzie
IRN KXM00177
- (235)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (236)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Choices Financial Ltd
FRN 407492 · Appointed 11 May 2011
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Geoffrey Piercy
FRN 550316 · Appointed 10 May 2011
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Fresh Financial Consultants Ltd
FRN 543454 · Appointed 21 Mar 2011
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Richard Mairs
FRN 541701 · Appointed 17 Feb 2011
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Friendly Financial Ltd
FRN 516012 · Appointed 17 Feb 2011
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Peter O'Neill Ltd
FRN 194176 · Appointed 11 Feb 2011
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Business Protection Solutions (UK) Limited
FRN 538062 · Appointed 21 Dec 2010
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Moira Sheerin
FRN 437208 · Appointed 2 Dec 2010
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Trust Financial Solutions Ltd
FRN 531801 · Appointed 16 Sep 2010
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Mortgage Information Bureau Ltd
FRN 495489 · Appointed 9 Aug 2010
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