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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Liam Hugill
IRN LXH00039
- (52)CF1 Director (AR) (since 21 Oct 2020)
- (316)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Apr 2020)
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Liam McCormack
IRN LXM00148
- (40)Appointed representative dealing with clients for which they require qualification (6 Jul 2020 to 31 Jul 2020)
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Liam Michael Billings
IRN LXB00138
- (513)Appointed representative dealing with clients for which they require qualification (7 Feb 2024 to 8 Oct 2024)
- (514)CF1 Director (AR) (27 Jan 2024 to 10 Dec 2024)
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Liam Ross
IRN LXR68270
- (1111)Appointed representative dealing with clients for which they require qualification (13 Dec 2019 to 25 Dec 2021)
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Liam Senior
IRN LXS00133
- (1716)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2021)
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Lida Ashouri
IRN LXA00251
- (1192)Appointed representative dealing with clients for which they require qualification (5 Dec 2023 to 17 Jan 2025)
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Liliana Bivol
IRN LXB00097
- (309)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (310)Appointed representative dealing with clients for which they require qualification (since 2 Dec 2024)
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Linda Caroll Sanders
IRN LCS01049
- (411)CF1 Director (AR) (13 Nov 2015 to 7 Sep 2023)
- (410)CF4 Partner (AR) (10 May 2010 to 17 Nov 2015)
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Linda Marie Lawson
IRN LML01038
- (109)CF4 Partner (AR) (10 May 2010 to 7 Mar 2012)
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Linda Maureen Cleaves
IRN LMC01065
- (612)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Sep 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Modern Mortgages Ltd
FRN 973796 · Appointed 7 Apr 2022
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Arrowhead Financial Ltd
FRN 973519 · Appointed 5 Apr 2022
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AL Williamson Ltd
FRN 973313 · Appointed 1 Apr 2022
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Mizna Coates
FRN 972286 · Appointed 17 Mar 2022
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EFNI Ltd
FRN 596743 · Appointed 15 Mar 2022
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Boardman Financial Limited
FRN 461661 · Appointed 8 Mar 2022
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Envoy Financial Ltd
FRN 971306 · Appointed 6 Mar 2022
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Lorna Manley
FRN 970222 · Appointed 17 Feb 2022
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Woodthorpe Financial Services Limited
FRN 969697 · Appointed 11 Feb 2022
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The Mortgage Mill Ltd
FRN 968431 · Appointed 24 Jan 2022
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