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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Paul David Spooner
IRN PDS01203
- (2672)CF1 Director (AR) (since 19 Apr 2016)
- (2248)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Mar 2025)
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Paul Douglas Underwood
IRN PDU01006
- (2260)SMF4 Chief Risk (14 May 2020 to 6 Nov 2020)
- (2261)CF29 Significant management (8 Nov 2019 to 8 Dec 2019)
- (2262)CF10 Compliance Oversight (8 Nov 2019 to 8 Dec 2019)
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Paul Duffy
IRN PXD90755
- (1040)Appointed representative dealing with clients for which they require qualification (10 Aug 2021 to 30 Sep 2022)
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Paul Edward Buckner
IRN PEB01077
- (510)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jan 2020)
- (511)CF1 Director (AR) (10 Apr 2014 to 4 Oct 2022)
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Paul Edward James Wright
IRN PEW01038
- (711)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2024)
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Paul Edward McGowan
IRN PEM00017
- (1976)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1977)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1978)CF1 Director (AR) (since 12 Apr 2016)
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Paul Edward Saunders
IRN PXS00046
- (1022)Appointed representative dealing with clients for which they require qualification (27 Mar 2023 to 23 Jun 2023)
- (1023)CF1 Director (AR) (22 Mar 2023 to 23 Jun 2023)
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Paul England
IRN PXE01301
- (1179)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Mar 2023)
- (1180)CF1 Director (AR) (30 Jul 2018 to 13 Mar 2023)
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Paul Faughey
IRN PXF00077
- (1501)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1502)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Paul Francis Nurding
IRN PXN00020
- (376)CF1 Director (AR) (3 Nov 2020 to 31 Mar 2025)
- (374)SMF18 Other Overall Responsibility (9 Dec 2019 to 1 Apr 2021)
- (375)CF29 Significant management (17 Oct 2018 to 8 Dec 2019)
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)