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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Jamie Holland
IRN JXH01049
- (1235)Appointed representative dealing with clients for which they require qualification (18 Jan 2023 to 2 Jun 2023)
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Jamie Joseph Smyth
IRN JXS12335
- (2266)CF1 Director (AR) (3 Apr 2019 to 31 Aug 2022)
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Jamie Newburn
IRN JXN00261
- (1224)Appointed representative dealing with clients for which they require qualification (11 Apr 2023 to 21 Sep 2023)
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Jamie Riordan
IRN JXR00210
- (20)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Aug 2020)
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Jamie Stuart Martin-Boulton
IRN JXM00319
- (2493)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2494)Appointed representative dealing with clients for which they require qualification (since 1 Sep 2023)
- (2495)CF1 Director (AR) (since 25 Jul 2023)
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Jamil Muhammad Akhtar
IRN JMA01130
- (167)CF1 Director (AR) (10 May 2010 to 5 Aug 2010)
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Jane Foulston
IRN JXF01261
- (1266)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1267)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jane Haskell
IRN JXH00635
- (1891)Appointed representative dealing with clients for which they require qualification (3 Apr 2023 to 2 Apr 2026)
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Jane Lomas
IRN JXL00606
- (783)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (784)Appointed representative dealing with clients for which they require qualification (since 21 Apr 2023)
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Jane Patricia Warren
IRN JPW01202
- (196)CF1 Director (AR) (28 Sep 2012 to 13 Jul 2018)
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