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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Daisy De La Motte
IRN DXD00251
- (1330)Appointed representative dealing with clients for which they require qualification (18 Jan 2022 to 2 Mar 2023)
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Daiva Gilbert
IRN DXG00188
- (2250)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2251)Appointed representative dealing with clients for which they require qualification (since 18 Feb 2025)
- (2252)CF1 Director (AR) (since 24 Jan 2025)
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Dale Anthony Seweryn
IRN DXS00508
- (1397)Appointed representative dealing with clients for which they require qualification (25 Aug 2021 to 18 Oct 2022)
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Dale Hunter
IRN DXH00579
- (1296)Appointed representative dealing with clients for which they require qualification (5 Nov 2024 to 26 May 2025)
- (1297)CF1 Director (AR) (25 Oct 2024 to 26 May 2025)
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Dale Michael Shotton
IRN DXS00540
- (1363)Appointed representative dealing with clients for which they require qualification (11 Oct 2021 to 24 Mar 2022)
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Dale Oliver
IRN DXO01331
- (484)CF1 Director (AR) (28 Apr 2016 to 25 Feb 2022)
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Damian Abramowicz
IRN DXA00092
- (283)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (284)Appointed representative dealing with clients for which they require qualification (since 15 Jul 2020)
- (980)CF1 Director (AR) (20 Jan 2021 to 12 Dec 2025)
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Damian Burke Davies
IRN DBD00018
- (2033)CF1 Director (AR) (10 May 2010 to 11 Oct 2011)
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Damian Crowther
IRN PXC00168
- (983)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Apr 2020)
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Damien Coleman
IRN DXC01840
- (67)CF1 Director (AR) (10 May 2010 to 10 Jun 2013)
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