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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Mark John Ward
IRN MXW00218
- (1323)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1324)Appointed representative dealing with clients for which they require qualification (since 24 Jul 2020)
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Mark Kevin Morris
IRN MKM01031
- (711)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (712)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Mark Leslie Brock
IRN MLB00019
- (375)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (376)Appointed representative dealing with clients for which they require qualification (since 7 Dec 2023)
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Mark Lloyd Robson
IRN MLR01067
- (589)Appointed representative dealing with clients for which they require qualification (11 Jul 2022 to 13 Jul 2022)
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Mark Mcquaid
IRN MXM00322
- (1386)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1387)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Mark Nathan
IRN MXN01712
- (546)CF4 Partner (AR) (8 May 2015 to 17 Jan 2017)
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Mark O'Leary
IRN MXO00114
- (2183)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2184)Appointed representative dealing with clients for which they require qualification (since 4 Nov 2024)
- (2185)CF1 Director (AR) (since 21 Aug 2024)
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Mark Peter David Laws
IRN MPL01069
- (1438)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1439)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Mark Peter Edwards
IRN MPE01037
- (1880)CF1 Director (AR) (2 Dec 2015 to 22 May 2016)
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Mark Philip Dudley
IRN MPD01112
- (32)CF1 Director (AR) (10 May 2010 to 22 Sep 2010)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2420)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2419)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2418)CF1 Director (AR)
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controlled function added: (2417)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2416)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2415)CF1 Director (AR)
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controlled function added: (2414)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2413)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2412)CF1 Director (AR)
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controlled function added: (2411)Appointed representative dealing with clients for which they require qualification