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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Kirstie Wallace-Hart
IRN KXW19235
- (459)CF1 Director (AR) (29 Aug 2019 to 10 Aug 2021)
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Kirstin Pavitt
IRN KXP01906
- (398)CF1 Director (AR) (3 Apr 2018 to 6 Sep 2023)
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Kirsty Danielle Fearn
IRN KXM51768
- (1135)Appointed representative dealing with clients for which they require qualification (21 Sep 2021 to 8 Jul 2022)
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Kirsty Gordon
IRN KXG00077
- (966)Appointed representative dealing with clients for which they require qualification (15 Dec 2020 to 16 Jun 2021)
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Kirsty Lacey
IRN KXL00082
- (1688)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 May 2021)
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Kirsty Patricia Bohanna
IRN KXB00534
- (735)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (736)Appointed representative dealing with clients for which they require qualification (since 24 Jul 2023)
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Kirsty Smith
IRN KXS00882
- (554)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (555)Appointed representative dealing with clients for which they require qualification (since 12 Sep 2025)
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Kody Allen
IRN KXA01523
- (1712)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1713)Appointed representative dealing with clients for which they require qualification (since 4 Oct 2024)
- (1714)CF1 Director (AR) (since 5 Jan 2023)
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Kok Wai Lau
IRN KXL00244
- (769)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (770)Appointed representative dealing with clients for which they require qualification (since 17 Apr 2025)
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Krina Patel
IRN KXP00101
- (1720)Appointed representative dealing with clients for which they require qualification (5 Mar 2020 to 30 Sep 2020)
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