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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Ghobad Sabzevari
IRN GXS00167
- (1627)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2025)
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Gianni Gabbiadini
IRN GXG00219
- (1246)Appointed representative dealing with clients for which they require qualification (13 Jun 2023 to 29 Jan 2024)
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Giles Duckworth
IRN GXD01541
- (1706)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1707)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1708)CF1 Director (AR) (since 14 Dec 2012)
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Gillian Atkinson
IRN GXA01267
- (53)CF1 Director (AR) (10 May 2010 to 1 Aug 2011)
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Gillian Crutwell
IRN GXC00189
- (1511)Appointed representative dealing with clients for which they require qualification (3 Oct 2023 to 31 Jan 2024)
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Gillian Mowbray
IRN GXR01486
- (2676)CF1 Director (AR) (since 2 Feb 2024)
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Gillian Patricia Armstrong
IRN GPB01041
- (590)Appointed representative dealing with clients for which they require qualification (3 May 2023 to 6 Sep 2023)
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Gillian Whitehouse
IRN GXW00089
- (337)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (338)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Gillian Winter
IRN GXW00116
- (227)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (228)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ginal Patel
IRN GXP00185
- (1443)Appointed representative dealing with clients for which they require qualification (13 Apr 2021 to 17 Nov 2021)
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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permission removed: CBTL Status
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controlled function added: (2689)SMF4 Chief Risk
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controlled function added: (2688)SMF16 Compliance Oversight
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controlled function added: (2687)SMF17 Money Laundering Reporting Officer (MLRO)
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controlled function added: (2686)CF1 Director (AR)
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controlled function added: (2685)CF1 Director (AR)
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controlled function added: (2684)SMF9 Chair of the Governing Body
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controlled function added: (2683)SMF18 Other Overall Responsibility
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controlled function added: (2682)Responsible for Insurance Distribution
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controlled function added: (2681)Responsibility for MCD Intermediation