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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Lauren Livingstone
IRN LXL00066
- (1350)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1351)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Lauren McGeady
IRN LXM00673
- (701)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (702)Appointed representative dealing with clients for which they require qualification (since 5 Feb 2024)
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Lauren Richmond
IRN LXR00450
- (509)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (510)Appointed representative dealing with clients for which they require qualification (since 10 Apr 2026)
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Lauren Robertson
IRN LXH00449
- (755)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (756)Appointed representative dealing with clients for which they require qualification (since 25 Jan 2024)
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Lauren Wallder
IRN LXW00085
- (1360)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1361)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Laythan Barrett
IRN LXB00128
- (2163)Appointed representative dealing with clients for which they require qualification (16 Jan 2025 to 3 Feb 2025)
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Leah May Escorido
IRN LXE00031
- (1641)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jun 2021)
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Leah Ruth Barrett
IRN LXC82433
- (371)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (372)Appointed representative dealing with clients for which they require qualification (since 27 Jan 2021)
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Leah Taylor
IRN LXT00057
- (2017)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jan 2025)
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Leann Polson
IRN LXP00150
- (1016)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1017)Appointed representative dealing with clients for which they require qualification (since 31 May 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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RSC New Homes Limited
FRN 599876 · Appointed 22 Apr 2013
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Jason Green
FRN 454786 · Appointed 15 Apr 2013
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Warwick Knight Financial Management Ltd
FRN 501259 · Appointed 15 Apr 2013
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Bespoke Money (Scotland) Ltd
FRN 489266 · Appointed 15 Mar 2013
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Select Mortgage & Financial Solutions Ltd
FRN 410479 · Appointed 13 Mar 2013
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BM Financial Services Ltd
FRN 595810 · Appointed 13 Feb 2013
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Frank Damiani Limited
FRN 455042 · Appointed 11 Feb 2013
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Clearbrook Financial Solutions Ltd
FRN 595173 · Appointed 30 Jan 2013
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Trust Mortgage Solutions Ltd
FRN 517365 · Appointed 28 Jan 2013
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Howieson Financial Ltd
FRN 493798 · Appointed 7 Jan 2013
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