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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Kevin Bottomley
IRN KXB00031
- (232)CF1 Director (AR) (10 May 2010 to 17 Jun 2010)
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Kevin Bullen
IRN KXB00384
- (1280)Appointed representative dealing with clients for which they require qualification (18 May 2022 to 11 Jul 2023)
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Kevin Hugh Boyd
IRN KXB00137
- (940)Appointed representative dealing with clients for which they require qualification (15 Apr 2020 to 31 Aug 2022)
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Kevin James Coles
IRN KXC10328
- (488)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (489)Appointed representative dealing with clients for which they require qualification (since 22 Mar 2023)
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Kevin James Mahoney
IRN KJM00016
- (452)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (453)Appointed representative dealing with clients for which they require qualification (since 10 Sep 2020)
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Kevin James Parker
IRN KJP01091
- (1718)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1719)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1720)CF1 Director (AR) (since 26 Nov 2012)
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Kevin John Twinney
IRN KJT00008
- (772)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Sep 2020)
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Kevin Mackie
IRN KXM00180
- (85)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 May 2020)
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Kevin Moroni Samuel
IRN KMS01084
- (1783)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1784)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1785)CF1 Director (AR) (since 10 May 2010)
- (2074)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Feb 2022)
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Kevin Parsons
IRN KXP00098
- (1483)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1484)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Dave Griffiths
FRN 690192 · Appointed 29 Apr 2015
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John Legg
FRN 589567 · Appointed 27 Apr 2015
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Delta Mortgage Services LLP
FRN 687506 · Appointed 21 Apr 2015
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Donald Morgan
FRN 684443 · Appointed 14 Apr 2015
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Darryl Ingram
FRN 684330 · Appointed 14 Apr 2015
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Trevor Parkes
FRN 674855 · Appointed 2 Mar 2015
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Hopkins Financial Services Ltd
FRN 672345 · Appointed 18 Feb 2015
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FB Business Solutions Ltd
FRN 495871 · Appointed 3 Feb 2015
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Sean Curran
FRN 412766 · Appointed 29 Jan 2015
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Blue Strawberry Financial Services Ltd
FRN 668388 · Appointed 27 Jan 2015
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