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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Nicholas James Ward
IRN NXW00168
- (2138)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2139)Appointed representative dealing with clients for which they require qualification (since 15 Sep 2022)
- (2140)CF1 Director (AR) (since 6 Sep 2022)
- (2133)Appointed representative dealing with clients for which they require qualification (27 Oct 2021 to 15 Sep 2022)
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Nicholas Johnson
IRN NXJ00056
- (2223)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2224)Appointed representative dealing with clients for which they require qualification (since 13 Jan 2025)
- (2225)CF1 Director (AR) (since 17 Dec 2024)
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Nicholas Kershaw
IRN NXK13032
- (2606)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2607)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2608)CF1 Director (AR) (since 26 Mar 2019)
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Nicholas Michael Coffin
IRN NMC01058
- (1964)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1965)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1966)CF1 Director (AR) (since 10 May 2010)
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Nicholas Reid Bone
IRN NRB01069
- (2049)Appointed representative dealing with clients for which they require qualification (29 Dec 2021 to 12 Dec 2022)
- (2050)CF1 Director (AR) (10 Nov 2021 to 16 Dec 2022)
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Nicholas Sharpe
IRN NXS00698
- (805)Appointed representative dealing with clients for which they require qualification (18 Feb 2025 to 31 Mar 2026)
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Nicholas Simon Brown
IRN NXB00060
- (969)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (970)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Nicholas Stuart Milner
IRN NSM00002
- (484)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (485)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Nicholas Uphill
IRN NXU00006
- (870)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Oct 2022)
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Nicholas Ward
IRN NXW00076
- (1567)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1568)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Caledonia Mortgages Ltd
FRN 720624 · Appointed 15 Oct 2015
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Richard Chambers
FRN 407495 · Appointed 12 Oct 2015
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Home Legal Services Liverpool LLP
FRN 717585 · Appointed 21 Sep 2015
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Gail Reid Mortgage Services Ltd
FRN 715809 · Appointed 3 Sep 2015
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Helen Goodall
FRN 188385 · Appointed 25 Aug 2015
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Eurotrend Finance Ltd
FRN 711858 · Appointed 28 Jul 2015
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J&M Mortgage Solutions Ltd
FRN 709320 · Appointed 6 Jul 2015
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Metro Mortgages Ltd
FRN 706911 · Appointed 16 Jun 2015
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Vistaara Financial Solutions Ltd
FRN 692386 · Appointed 6 May 2015
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Diane Magee
FRN 690138 · Appointed 29 Apr 2015
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)