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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Laura Steele
IRN LXS00132
- (1719)Appointed representative dealing with clients for which they require qualification (28 May 2020 to 12 Oct 2020)
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Laura Wylie
IRN LXW00086
- (1784)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Aug 2024)
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Lauren Amy Waters
IRN LXW00191
- (967)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (968)Appointed representative dealing with clients for which they require qualification (since 26 Aug 2025)
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Lauren Chappell
IRN LXC00442
- (777)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (778)Appointed representative dealing with clients for which they require qualification (since 3 Jan 2023)
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Lauren Connelly
IRN LXC00115
- (1869)Appointed representative dealing with clients for which they require qualification (30 Sep 2020 to 30 Jun 2021)
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Lauren Elizabeth Bird
IRN LXB00719
- (638)[FCA CF] Significant management (since 20 Sep 2024)
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Lauren Halford
IRN LXH00470
- (1221)Appointed representative dealing with clients for which they require qualification (31 Mar 2025 to 1 Apr 2026)
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Lauren Irvine
IRN LXI00034
- (1270)Appointed representative dealing with clients for which they require qualification (18 Jul 2022 to 2 Jun 2023)
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Lauren Jessett
IRN LXJ00040
- (913)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 May 2022)
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Lauren Joanna Baylis
IRN LXB00172
- (1548)Appointed representative dealing with clients for which they require qualification (14 Jul 2023 to 17 Nov 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Aston & Co Financial Services Ltd (no longer appointed)
FRN 669412 · Appointed 2 Feb 2015 · Until 14 Apr 2025
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Steel & Co (East Anglia) Financial Services Ltd (no longer appointed)
FRN 507595 · Appointed 16 Jan 2015 · Until 6 Jun 2017
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Mayhall Financial Services Ltd (no longer appointed)
FRN 665265 · Appointed 15 Jan 2015 · Until 16 Aug 2016
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First Rate Home Finance Ltd (no longer appointed)
FRN 497346 · Appointed 14 Jan 2015 · Until 16 Aug 2016
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Informed Choices (Midlands) Ltd (no longer appointed)
FRN 664285 · Appointed 9 Jan 2015 · Until 6 Mar 2018
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Your Mortgage Solutions Ltd (no longer appointed)
FRN 437833 · Appointed 6 Jan 2015 · Until 10 Oct 2017
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Spartan Financial Solutions Limited (no longer appointed)
FRN 659196 · Appointed 10 Dec 2014 · Until 22 Jul 2016
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Integritas Financial Portfolio Limited (no longer appointed)
FRN 659414 · Appointed 10 Dec 2014 · Until 5 Feb 2019
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2370)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2369)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2368)CF1 Director (AR)
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controlled function added: (2367)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2366)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2365)CF1 Director (AR)
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controlled function added: (2364)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2363)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2362)CF1 Director (AR)
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controlled function added: (2361)Appointed representative dealing with clients for which they require qualification