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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Kathleen Mary Peden
IRN KMP00009
- (76)CF1 Director (AR) (10 May 2010 to 7 Sep 2012)
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Kathryn Allen
IRN KXA00419
- (589)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (590)Appointed representative dealing with clients for which they require qualification (since 9 Jun 2025)
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Kathryn Bradley
IRN KXB01890
- (74)CF4 Partner (AR) (since 29 Apr 2015)
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Kathryn Chernyshov
IRN KXM00181
- (1658)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2024)
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Kathryn Elizabeth Leach
IRN KEL01031
- (1229)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1230)Appointed representative dealing with clients for which they require qualification (since 19 Jan 2026)
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Kathryn Harland
IRN KXH00113
- (2027)CF1 Director (AR) (10 May 2010 to 17 Jun 2010)
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Kathryn Owen
IRN KXO01181
- (41)CF1 Director (AR) (4 May 2011 to 19 Aug 2011)
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Kathryn Whittingham
IRN KXW00105
- (1809)Appointed representative dealing with clients for which they require qualification (6 Oct 2020 to 12 Aug 2022)
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Kathy Owens
IRN KXO00030
- (160)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2020)
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Katie Crosby
IRN KXC00095
- (1306)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1307)Appointed representative dealing with clients for which they require qualification (since 1 Apr 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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DMC Financial Services (NI) Limited
FRN 475178 · Appointed 10 May 2010
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Jonathan Ross Brumpton
FRN 414691 · Appointed 10 May 2010
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John Mills
FRN 466121 · Appointed 10 May 2010
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Joanna Jones
FRN 493075 · Appointed 10 May 2010
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Deborah Shiels
FRN 489750 · Appointed 10 May 2010
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Affinity Individual Mortgage Services Limited
FRN 477790 · Appointed 10 May 2010
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Jackson Grundy Financial Services Ltd
FRN 402101 · Appointed 10 May 2010
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Shields Mortgage Services Ltd
FRN 405280 · Appointed 10 May 2010
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David Jacobs
FRN 414926 · Appointed 10 May 2010
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Sexton Financial Services Ltd
FRN 414475 · Appointed 10 May 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