Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
No.2 Methuen ParkChippenhamWiltshireSN14 0GBUNITED KINGDOM- Phone
- +443303030237
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
Equity Release Advice
For Customer, Home reversion plans
-
Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
-
Equity Release Arranging
For Customer, Home reversion plans
-
Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Credit Brokering
-
Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
Equity Release Setup
For Customer, Home reversion plans
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
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.
-
Lee Heycock
IRN LXH00135
- (163)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (164)Appointed representative dealing with clients for which they require qualification (since 25 Jul 2023)
- (888)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jul 2023)
-
Lee McCutcheon
IRN LXM00474
- (817)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (818)Appointed representative dealing with clients for which they require qualification (since 1 Aug 2022)
-
Lee Michael Flanagan
IRN LMF01051
- (276)CF1 Director (AR) (30 Oct 2014 to 6 Dec 2024)
-
Lee Nicholls
IRN LXN34737
- (1142)Appointed representative dealing with clients for which they require qualification (24 Nov 2021 to 31 Aug 2022)
-
Lee Oddy
IRN LXO00029
- (1677)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Mar 2023)
-
Lee Paul Hesketh
IRN LPH01014
- (607)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2020)
-
Lee Raymond Pearce
IRN LRP01033
- (454)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (455)Appointed representative dealing with clients for which they require qualification (since 12 Mar 2026)
-
Lee Robert Bristow
IRN LRB01047
- (568)Appointed representative dealing with clients for which they require qualification (19 May 2022 to 10 Nov 2022)
-
Lee Robert Doran
IRN LRD01036
- (505)CF1 Director (AR) (6 Apr 2017 to 29 Oct 2021)
-
Lee Soon Man
IRN LXM00357
- (1355)Appointed representative dealing with clients for which they require qualification (22 Oct 2021 to 1 Feb 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Mortgagewise (Scotland) Ltd
FRN 914193 · Appointed 27 Sep 2019
-
Source Mortgages Limited
FRN 463832 · Appointed 19 Sep 2019
-
Velvet Mortgage and Insure Services Ltd
FRN 913235 · Appointed 10 Sep 2019
-
Day & Co Mortgage Services Ltd
FRN 913067 · Appointed 6 Sep 2019
-
MMMB LTD
FRN 912516 · Appointed 21 Aug 2019
-
Gameplan Financial Ltd
FRN 912059 · Appointed 7 Aug 2019
-
Willoughby Bespoke Protection Limited
FRN 911730 · Appointed 29 Jul 2019
-
Downton Mortgages and Financial Services Ltd
FRN 845100 · Appointed 1 Jul 2019
-
Louise Irwin
FRN 844384 · Appointed 19 Jun 2019
-
Martin Mortgage Services Ltd
FRN 843336 · Appointed 3 Jun 2019
Recent activity
Updates to this firm's record on the FCA register.
-
permission removed: CBTL Status
-
controlled function added: (2689)SMF4 Chief Risk
-
controlled function added: (2688)SMF16 Compliance Oversight
-
controlled function added: (2687)SMF17 Money Laundering Reporting Officer (MLRO)
-
controlled function added: (2686)CF1 Director (AR)
-
controlled function added: (2685)CF1 Director (AR)
-
controlled function added: (2684)SMF9 Chair of the Governing Body
-
controlled function added: (2683)SMF18 Other Overall Responsibility
-
controlled function added: (2682)Responsible for Insurance Distribution
-
controlled function added: (2681)Responsibility for MCD Intermediation