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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Lyam Mitchell
IRN LXM00149
- (1649)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
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Lyndsey Pickering
IRN LXP00092
- (873)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2021)
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Lynn Butler
IRN LXB00408
- (1323)Appointed representative dealing with clients for which they require qualification (22 Feb 2022 to 21 Apr 2022)
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Lynn Gilmour
IRN LXG00025
- (1031)Appointed representative dealing with clients for which they require qualification (7 Feb 2022 to 1 Feb 2025)
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Lynn Louise Crockett
IRN LXC00043
- (1806)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1807)Appointed representative dealing with clients for which they require qualification (since 5 Feb 2020)
- (1808)CF1 Director (AR) (since 18 May 2016)
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Lynn MacKay
IRN LXM00140
- (949)Appointed representative dealing with clients for which they require qualification (15 Sep 2020 to 31 Aug 2021)
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Lynn Stephenson
IRN LXS00387
- (1285)Appointed representative dealing with clients for which they require qualification (6 May 2022 to 2 Mar 2023)
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Lynsey Evelyn Gault
IRN LXG00119
- (1484)Appointed representative dealing with clients for which they require qualification (9 Apr 2021 to 24 Sep 2021)
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Lynzi Harrison
IRN LXH01632
- (2675)SMF10 Chair of the Risk Committee (since 30 Apr 2026)
- (2674)SMF11 Chair of the Audit Committee (since 29 Apr 2024)
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MARTIN WARD
IRN MXW02023
- (561)CF1 Director (AR) (6 Jan 2016 to 14 Apr 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