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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Louise Leggett
IRN LXL00064
- (1392)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1393)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (841)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Apr 2021)
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Louise Mary Gilbert
IRN LMG01046
- (245)CF1 Director (AR) (10 May 2010 to 11 Mar 2011)
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Louise Reid
IRN LXR68101
- (1112)Appointed representative dealing with clients for which they require qualification (9 Feb 2021 to 19 May 2026)
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Louise Truckle
IRN LXT01395
- (57)CF1 Director (AR) (30 Jan 2018 to 4 Feb 2020)
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Lucy Anne Sidwell
IRN LXS00130
- (1822)Appointed representative dealing with clients for which they require qualification (10 Mar 2020 to 4 May 2022)
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Lucy Cummings
IRN LXC00119
- (1598)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2021)
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Lucy Moore
IRN LXM00144
- (941)Appointed representative dealing with clients for which they require qualification (28 Jul 2020 to 1 Dec 2021)
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Lucy Susan Morrison
IRN LSM01033
- (448)CF1 Director (AR) (10 May 2010 to 20 Sep 2024)
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Luke Armstrong
IRN LXA00061
- (1857)Appointed representative dealing with clients for which they require qualification (4 Mar 2020 to 1 Oct 2024)
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Luke Conman
IRN LXC00116
- (1836)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Apr 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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The Aberdeen Mortgage Brokers Ltd
FRN 946296 · Appointed 4 Mar 2021
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Dolphin Financial Services Limited
FRN 945116 · Appointed 17 Feb 2021
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Edinburgh MC Ltd
FRN 945047 · Appointed 16 Feb 2021
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Blue Pepper Mortgages Ltd
FRN 942952 · Appointed 14 Jan 2021
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Eccleston Financial Services Ltd
FRN 941330 · Appointed 17 Dec 2020
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Fosters Financial Ltd
FRN 743945 · Appointed 24 Nov 2020
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Holmefield Financial Solutions Limited
FRN 938752 · Appointed 18 Nov 2020
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Wilson Mortgages and Financial Services Limited
FRN 938707 · Appointed 17 Nov 2020
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Daniel & Jacobs Ltd
FRN 937381 · Appointed 29 Oct 2020
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In Tune Financial Ltd
FRN 937252 · Appointed 28 Oct 2020
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