Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
No.2 Methuen ParkChippenhamWiltshireSN14 0GBUNITED KINGDOM- Phone
- +443303030237
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
Equity Release Advice
For Customer, Home reversion plans
-
Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
-
Equity Release Arranging
For Customer, Home reversion plans
-
Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Credit Brokering
-
Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
Equity Release Setup
For Customer, Home reversion plans
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
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.
-
Kara Wilson
IRN KXL00078
- (951)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jul 2020)
-
Karen Ann Parker
IRN KAP01099
- (271)CF1 Director (AR) (27 Jul 2017 to 19 Sep 2018)
-
Karen Davies
IRN KXD00338
- (653)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (654)Appointed representative dealing with clients for which they require qualification (since 5 Aug 2024)
-
Karen Dodds
IRN KXD00086
- (934)Appointed representative dealing with clients for which they require qualification (3 Feb 2020 to 1 Jul 2022)
-
Karen Elizabeth Allwood
IRN KEC00009
- (654)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2021)
- (655)CF1 Director (AR) (9 Feb 2018 to 30 Jun 2021)
-
Karen Guler
IRN KXG01394
- (1699)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1700)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1701)CF1 Director (AR) (since 24 May 2013)
-
Karen Lesley Marshall
IRN KLM01035
- (1511)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1512)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Karen Louisa Richards
IRN KLR01042
- (1742)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1743)Appointed representative dealing with clients for which they require qualification (since 22 May 2024)
- (1744)CF1 Director (AR) (since 1 May 2024)
-
Karen Marie Carpenter
IRN KXC90587
- (304)CF1 Director (AR) (6 Aug 2020 to 3 Dec 2025)
-
Karen Rowe
IRN KXR14037
- (1160)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jun 2025)
- (1161)CF1 Director (AR) (25 Apr 2019 to 21 Jun 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (2340)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2339)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2338)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2337)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2336)CF1 Director (AR)
-
controlled function added: (2335)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2334)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2333)CF1 Director (AR)
-
controlled function added: (2332)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2331)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose