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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Minerva O'rourke
IRN MXO00057
- (269)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (270)Appointed representative dealing with clients for which they require qualification (since 23 Sep 2020)
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Minesh Nandha
IRN MXN00100
- (882)Appointed representative dealing with clients for which they require qualification (13 Jul 2020 to 6 Feb 2024)
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Miranda Coaley
IRN MXC00444
- (1476)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 2 May 2023)
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Miranda Hickey
IRN MXH00328
- (1432)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1433)Appointed representative dealing with clients for which they require qualification (since 24 Mar 2026)
- (851)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Aug 2023)
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Mirela Niculae
IRN MXN00313
- (749)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (750)Appointed representative dealing with clients for which they require qualification (since 11 Sep 2024)
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Mirza Poskovic
IRN MXP01826
- (1766)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1767)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1768)CF1 Director (AR) (since 10 May 2010)
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Mishi Shah
IRN MXS00924
- (863)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (864)Appointed representative dealing with clients for which they require qualification (since 25 Mar 2026)
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Mitchell Green
IRN MXG00377
- (937)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (938)Appointed representative dealing with clients for which they require qualification (since 3 Oct 2025)
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Moazzam Rizvi
IRN MXR00547
- (1281)Appointed representative dealing with clients for which they require qualification (4 May 2022 to 1 Mar 2023)
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Modupe Abiola
IRN MXA03700
- (566)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (567)Appointed representative dealing with clients for which they require qualification (since 18 Aug 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ed Davey Mortgage Services Limited
FRN 802420 · Appointed 21 Feb 2018
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DG Mortgages Ltd
FRN 798224 · Appointed 9 Jan 2018
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Spectrum Mortgages and Protection Ltd
FRN 796211 · Appointed 11 Dec 2017
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Errington Stanley Mortgages Ltd
FRN 794800 · Appointed 22 Nov 2017
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Insurance First Brokers Limited
FRN 164785 · Appointed 6 Nov 2017
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Christopher George Lyons
FRN 789564 · Appointed 22 Sep 2017
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Elementary Mortgage Solutions Ltd
FRN 789284 · Appointed 19 Sep 2017
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Balwant Khaira
FRN 562617 · Appointed 14 Aug 2017
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Altogether Financial Solutions Ltd
FRN 489352 · Appointed 3 Aug 2017
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Fulcrum Financial Ltd
FRN 784766 · Appointed 21 Jul 2017
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)