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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MICHAEL GEORGE DAVEY
IRN MGD01099
- (90)CF1 Director (AR) (since 5 Sep 2024)
- (328)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Sep 2024)
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Macushla Allen
IRN MXA00237
- (161)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (162)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Madeleine Jayne O’Sullivan
IRN MXO00013
- (1020)Appointed representative dealing with clients for which they require qualification (30 Mar 2022 to 14 Mar 2023)
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Madeline Quinn
IRN MXQ00008
- (1513)Appointed representative dealing with clients for which they require qualification (1 Mar 2021 to 9 Sep 2021)
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Magdalena Maria Curry
IRN MXC06735
- (413)CF1 Director (AR) (29 Sep 2018 to 15 Mar 2022)
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Maisie Saunders
IRN MXS00458
- (1090)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1091)Appointed representative dealing with clients for which they require qualification (since 30 Oct 2023)
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Malcolm Guest
IRN MXG01549
- (195)CF29 Significant management (30 Aug 2011 to 6 Jul 2017)
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Malcolm Trevor Guest
IRN MTG01057
- (2246)CF1 Director (AR) (9 Apr 2015 to 23 Aug 2020)
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Malcolm William Parmenter
IRN MWP00009
- (768)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2020)
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Malgorzata Cook
IRN MXC55675
- (1128)Appointed representative dealing with clients for which they require qualification (6 May 2021 to 13 May 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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St Clements Finance Limited
FRN 764037 · Appointed 9 Nov 2016
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Philip John Howells
FRN 762413 · Appointed 21 Oct 2016
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Smooth Financial Solutions Ltd
FRN 760046 · Appointed 5 Oct 2016
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On The Move Mortgage Services Ltd
FRN 759659 · Appointed 3 Oct 2016
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Pearl Mortgage Solutions Limited
FRN 758141 · Appointed 9 Sep 2016
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RME Financial Services Ltd
FRN 756592 · Appointed 23 Aug 2016
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Sandpiper Mortgages Ltd
FRN 756602 · Appointed 23 Aug 2016
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GSM Financial Services Ltd
FRN 230610 · Appointed 22 Aug 2016
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Patrick O'Hagan
FRN 756473 · Appointed 19 Aug 2016
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Henderson Mortgage Solutions Ltd
FRN 755321 · Appointed 8 Aug 2016
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