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.
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2430)CF1 Director (AR)
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controlled function added: (2429)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2428)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2427)CF1 Director (AR)
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controlled function added: (2426)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2425)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2424)CF1 Director (AR)
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controlled function added: (2423)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2422)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2421)CF1 Director (AR)