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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Ian Morley
IRN IDM01059
- (121)CF1 Director (AR) (since 11 Jul 2016)
- (300)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jul 2024)
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Ian Nicholson
IRN IXN00008
- (307)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (308)Appointed representative dealing with clients for which they require qualification (since 22 Apr 2026)
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Ian Robert Preston
IRN IRP01044
- (332)CF1 Director (AR) (11 Oct 2012 to 13 May 2024)
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Ian Thompson
IRN IXT00010
- (383)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Jan 2021)
- (384)CF1 Director (AR) (20 Oct 2016 to 6 May 2021)
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Ian William Blair
IRN IXB00030
- (319)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (320)Appointed representative dealing with clients for which they require qualification (since 15 Jun 2021)
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Ian Winslow
IRN IXW00041
- (173)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (174)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ibrail Akhtar
IRN IXA00032
- (856)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Oct 2023)
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Ieuan Bidgood
IRN IXB00060
- (2094)CF1 Director (AR) (11 Feb 2021 to 13 Nov 2025)
- (2093)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Nov 2025)
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Igor Roslonski
IRN IXR00023
- (1519)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1520)Appointed representative dealing with clients for which they require qualification (since 25 Mar 2020)
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Imogen Elizabeth Slater
IRN IXS00183
- (1320)Appointed representative dealing with clients for which they require qualification (8 Mar 2022 to 22 Mar 2024)
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