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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Jason Copeland
IRN JXC00101
- (1032)Appointed representative dealing with clients for which they require qualification (7 Sep 2021 to 5 Jan 2022)
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Jason Crane
IRN JXC00755
- (2134)Appointed representative dealing with clients for which they require qualification (29 Oct 2021 to 29 Feb 2024)
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Jason Davison
IRN JXD00067
- (2514)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2515)Appointed representative dealing with clients for which they require qualification (since 30 Oct 2020)
- (2516)CF1 Director (AR) (since 21 Oct 2020)
- (2047)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Feb 2020)
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Jason Dean Flack
IRN JDF00038
- (249)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (250)Appointed representative dealing with clients for which they require qualification (since 18 Aug 2023)
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Jason Harris
IRN JXH00346
- (1835)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jan 2021)
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Jason Lee Green
IRN JLG00011
- (460)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (461)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jason Neilson Sweeney
IRN JXS02931
- (78)CF1 Director (AR) (10 Oct 2014 to 1 Sep 2017)
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Jason Noakes
IRN JXN01551
- (293)CF1 Director (AR) (4 May 2017 to 22 May 2020)
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Jason Richard Howard
IRN JRH00062
- (2208)CF1 Director (AR) (22 Dec 2010 to 18 Sep 2025)
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Jason Smith
IRN JXS01012
- (1300)Appointed representative dealing with clients for which they require qualification (29 Jun 2022 to 21 Sep 2022)
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