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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Kirstie Wallace-Hart
IRN KXW19235
- (459)CF1 Director (AR) (29 Aug 2019 to 10 Aug 2021)
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Kirstin Pavitt
IRN KXP01906
- (398)CF1 Director (AR) (3 Apr 2018 to 6 Sep 2023)
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Kirsty Danielle Fearn
IRN KXM51768
- (1135)Appointed representative dealing with clients for which they require qualification (21 Sep 2021 to 8 Jul 2022)
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Kirsty Gordon
IRN KXG00077
- (966)Appointed representative dealing with clients for which they require qualification (15 Dec 2020 to 16 Jun 2021)
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Kirsty Lacey
IRN KXL00082
- (1688)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 May 2021)
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Kirsty Patricia Bohanna
IRN KXB00534
- (735)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (736)Appointed representative dealing with clients for which they require qualification (since 24 Jul 2023)
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Kirsty Smith
IRN KXS00882
- (554)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (555)Appointed representative dealing with clients for which they require qualification (since 12 Sep 2025)
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Kody Allen
IRN KXA01523
- (1712)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1713)Appointed representative dealing with clients for which they require qualification (since 4 Oct 2024)
- (1714)CF1 Director (AR) (since 5 Jan 2023)
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Kok Wai Lau
IRN KXL00244
- (769)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (770)Appointed representative dealing with clients for which they require qualification (since 17 Apr 2025)
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Krina Patel
IRN KXP00101
- (1720)Appointed representative dealing with clients for which they require qualification (5 Mar 2020 to 30 Sep 2020)
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: (2360)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2359)CF1 Director (AR)
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controlled function added: (2358)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2357)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2356)CF1 Director (AR)
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controlled function added: (2355)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2354)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2353)CF1 Director (AR)
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controlled function added: (2352)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2351)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose