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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Neil John Downing
IRN NJD01088
- (915)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (916)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Neil King
IRN NXK21969
- (2576)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2577)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2578)CF1 Director (AR) (since 17 Oct 2019)
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Neil Leonard
IRN NJL01109
- (1647)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1649)Appointed representative dealing with clients for which they require qualification (since 22 Sep 2020)
- (1648)CF4 Partner (AR) (since 4 Sep 2020)
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Neil Michael Harkin
IRN NMH00012
- (485)CF1 Director (AR) (7 Jan 2016 to 1 Aug 2023)
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Neil Morrison
IRN NXM00123
- (2475)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2476)Appointed representative dealing with clients for which they require qualification (since 2 Feb 2023)
- (2477)CF1 Director (AR) (since 19 Dec 2022)
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Neil Philip Dawson
IRN NPD01036
- (578)CF1 Director (AR) (5 Jul 2010 to 4 Mar 2013)
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Neil Price
IRN NXP00074
- (184)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Dec 2019)
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Neil Rastall
IRN NXR00068
- (1824)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2021)
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Neil Reynolds
IRN NXR00067
- (2380)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2382)CF1 Director (AR) (since 6 Mar 2025)
- (2381)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Neil Thomas Hart
IRN NTH01029
- (406)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jan 2020)
- (407)CF1 Director (AR) (9 Jun 2016 to 30 Jun 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ed Davey Mortgage Services Limited
FRN 802420 · Appointed 21 Feb 2018
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DG Mortgages Ltd
FRN 798224 · Appointed 9 Jan 2018
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Spectrum Mortgages and Protection Ltd
FRN 796211 · Appointed 11 Dec 2017
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Errington Stanley Mortgages Ltd
FRN 794800 · Appointed 22 Nov 2017
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Insurance First Brokers Limited
FRN 164785 · Appointed 6 Nov 2017
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Christopher George Lyons
FRN 789564 · Appointed 22 Sep 2017
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Elementary Mortgage Solutions Ltd
FRN 789284 · Appointed 19 Sep 2017
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Balwant Khaira
FRN 562617 · Appointed 14 Aug 2017
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Altogether Financial Solutions Ltd
FRN 489352 · Appointed 3 Aug 2017
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Fulcrum Financial Ltd
FRN 784766 · Appointed 21 Jul 2017
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