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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Paige Lea Howard
IRN PXH00305
- (1524)Appointed representative dealing with clients for which they require qualification (26 Apr 2022 to 3 May 2023)
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Pamela Farmer
IRN PXF00106
- (1018)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1019)Appointed representative dealing with clients for which they require qualification (since 18 Mar 2026)
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Pamela Freeman
IRN PXD01378
- (668)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2020)
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Pamela Margaret Brown
IRN PMB01219
- (1898)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 May 2023)
- (1897)CF4 Partner (AR) (14 Aug 2013 to 16 May 2023)
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Pamela Sloan
IRN PMS00065
- (719)Appointed representative dealing with clients for which they require qualification (26 Oct 2021 to 14 Mar 2022)
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Parul Chhabra
IRN PXC69097
- (2082)CF1 Director (AR) (24 Jan 2023 to 28 Apr 2023)
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Pascalie Julienne
IRN PXJ00066
- (1553)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1554)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Patricia Andrea Kennedy
IRN TXK00018
- (2027)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2029)CF1 Director (AR) (since 30 Aug 2023)
- (2028)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1975)CF4 Partner (AR) (10 May 2010 to 31 Aug 2023)
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Patricia Ann Heddon
IRN PAH00022
- (1952)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1953)Appointed representative dealing with clients for which they require qualification (since 29 Nov 2022)
- (1954)CF1 Director (AR) (since 23 Nov 2022)
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Patricia Anne Ashcroft
IRN PXH00267
- (1650)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jan 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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TM-Financials Ltd
FRN 924741 · Appointed 21 Apr 2020
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Pride Protect Ltd
FRN 924241 · Appointed 8 Apr 2020
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Callander Mortgage Solutions Ltd
FRN 922194 · Appointed 6 Mar 2020
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Evolve Mortgage Advice Ltd
FRN 922145 · Appointed 5 Mar 2020
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Greig Cowley The Mortgage Man Ltd
FRN 921366 · Appointed 19 Feb 2020
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Roisin Monaghan
FRN 919462 · Appointed 14 Jan 2020
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One Roof Financial LLP
FRN 499739 · Appointed 18 Dec 2019
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Vital Protection Ltd
FRN 915441 · Appointed 18 Oct 2019
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Oran Mcauley Ltd
FRN 914878 · Appointed 10 Oct 2019
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Clare Marie Ravenscroft
FRN 914775 · Appointed 9 Oct 2019
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)