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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James Elmes
IRN JXE00089
- (2383)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2385)CF1 Director (AR) (since 11 Apr 2022)
- (2384)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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James Evans
IRN JXE00100
- (2298)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2299)Appointed representative dealing with clients for which they require qualification (since 18 Dec 2023)
- (2300)CF1 Director (AR) (since 13 Dec 2023)
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James Evans
IRN JXE00092
- (1761)Appointed representative dealing with clients for which they require qualification (21 Jan 2021 to 15 Sep 2021)
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James Ford
IRN JXF00312
- (1374)Appointed representative dealing with clients for which they require qualification (29 Jul 2021 to 24 Dec 2021)
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James Green
IRN JXG80273
- (2538)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2539)Appointed representative dealing with clients for which they require qualification (since 5 Jun 2020)
- (2540)CF1 Director (AR) (since 22 May 2020)
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James Hill
IRN JXH02827
- (74)CF1 Director (AR) (13 Oct 2016 to 1 Aug 2017)
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James Hindley
IRN JXH00678
- (945)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (946)Appointed representative dealing with clients for which they require qualification (since 20 Jul 2021)
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James Hunt
IRN JXH00344
- (1864)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Aug 2022)
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James John Lear
IRN JXL00194
- (1256)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1257)Appointed representative dealing with clients for which they require qualification (since 2 Feb 2026)
- (1746)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Aug 2020)
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James Kay
IRN JXK00129
- (843)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Aug 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Another Life Advised Ltd (no longer appointed)
FRN 601259 · Appointed 14 Aug 2015 · Until 18 Aug 2023
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Renaissance Private Finance Ltd (no longer appointed)
FRN 713781 · Appointed 13 Aug 2015 · Until 26 Apr 2019
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Phoenix Mortgage Centre Ltd (no longer appointed)
FRN 711101 · Appointed 22 Jul 2015 · Until 12 Nov 2015
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Sarali Financial Services Limited (no longer appointed)
FRN 709747 · Appointed 9 Jul 2015 · Until 23 May 2018
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Finance Network UK Limited (no longer appointed)
FRN 707438 · Appointed 22 Jun 2015 · Until 2 May 2018
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