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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Jacques Chery
IRN JXC02678
- (552)CF1 Director (AR) (18 Jul 2014 to 20 Apr 2015)
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Jade Leah Shackleton
IRN JXS37883
- (436)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (437)Appointed representative dealing with clients for which they require qualification (since 10 Oct 2025)
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Jade Pinkerton
IRN JXP00223
- (1442)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1443)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jagmohan Singh Dhaliwal
IRN JXD00231
- (1849)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Aug 2023)
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Jahangir Ishaq
IRN JXI00036
- (1381)Appointed representative dealing with clients for which they require qualification (24 Sep 2021 to 23 Jan 2023)
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Jahidu Jaman
IRN JXJ83568
- (1062)Appointed representative dealing with clients for which they require qualification (21 Dec 2020 to 11 Jun 2022)
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Jaimie Lee Malone
IRN JXM00382
- (2431)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2433)CF1 Director (AR) (since 1 Jul 2022)
- (2432)Appointed representative dealing with clients for which they require qualification (since 14 Feb 2020)
- (1961)Appointed representative dealing with clients for which they require qualification (14 Feb 2020 to 1 Dec 2022)
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Jake Calder
IRN JXC00979
- (1263)Appointed representative dealing with clients for which they require qualification (31 Aug 2022 to 14 Jun 2024)
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Jake Dudley Williams
IRN JXW00255
- (974)Appointed representative dealing with clients for which they require qualification (3 Feb 2021 to 7 Dec 2024)
- (975)CF1 Director (AR) (2 Feb 2021 to 7 Dec 2024)
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Jake Francis Aquilina
IRN JXA77864
- (1102)Appointed representative dealing with clients for which they require qualification (17 Feb 2021 to 24 Apr 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Elegant Mortgage Services Limited (no longer appointed)
FRN 756785 · Appointed 25 Aug 2016 · Until 9 Feb 2017
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Springside Solutions Ltd (no longer appointed)
FRN 755810 · Appointed 11 Aug 2016 · Until 24 Jul 2017
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Holroyds Financial Services Limited (no longer appointed)
FRN 755256 · Appointed 5 Aug 2016 · Until 23 Jun 2021
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2 exP Financial Services Ltd (no longer appointed)
FRN 753301 · Appointed 20 Jul 2016 · Until 5 Feb 2019
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Kernan Financial Protection Ltd (no longer appointed)
FRN 749637 · Appointed 10 Jun 2016 · Until 11 Aug 2016
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Hicking Financial Services Ltd (no longer appointed)
FRN 719203 · Appointed 9 Jun 2016 · Until 30 Oct 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