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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Russell Hastie
IRN RXH78063
- (1096)Appointed representative dealing with clients for which they require qualification (1 Aug 2022 to 11 Nov 2022)
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Russell Ian Cager
IRN RXC00076
- (1172)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1173)Appointed representative dealing with clients for which they require qualification (since 18 Mar 2026)
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Russell James Marsden
IRN RXM02885
- (539)CF1 Director (AR) (20 Apr 2016 to 7 Apr 2017)
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Russell John Sanders
IRN RJS00068
- (2015)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2016)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2017)CF1 Director (AR) (since 17 Nov 2015)
- (1987)CF4 Partner (AR) (10 May 2010 to 17 Nov 2015)
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Ryan Aelred Dickson
IRN RXD68085
- (414)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (415)Appointed representative dealing with clients for which they require qualification (since 3 Mar 2025)
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Ryan Anthony Cullen
IRN RXC00211
- (1945)Appointed representative dealing with clients for which they require qualification (13 Jul 2020 to 20 Mar 2024)
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Ryan Bissett
IRN RXB00248
- (1450)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1451)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ryan Facey
IRN RXF00070
- (914)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Dec 2024)
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Ryan Flanagan
IRN RXF10553
- (2663)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2664)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2665)CF1 Director (AR) (since 24 Jan 2019)
- (1883)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Aug 2022)
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Ryan Holmes
IRN RXH00200
- (1728)Appointed representative dealing with clients for which they require qualification (17 Mar 2020 to 24 Aug 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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The Mortgage Genie Limited
FRN 754691 · Appointed 1 Aug 2016
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Richard Hoy
FRN 754253 · Appointed 28 Jul 2016
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Carnegie Financial Ltd
FRN 752617 · Appointed 12 Jul 2016
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Brendan Headley
FRN 524489 · Appointed 30 Jun 2016
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Mortgage Advice Solutions Limited
FRN 743460 · Appointed 24 Jun 2016
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Yorkshire Financial Consultancy Limited
FRN 201855 · Appointed 3 Jun 2016
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Sanger Financial Services Limited
FRN 745160 · Appointed 25 Apr 2016
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Pinewood Financial Services Ltd
FRN 465585 · Appointed 13 Apr 2016
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Paul McGowan Financial Services Ltd
FRN 743692 · Appointed 11 Apr 2016
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Onpoint Financial Limited
FRN 742934 · Appointed 4 Apr 2016
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)