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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Karen Scullion
IRN KXS02454
- (1659)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1660)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1661)CF1 Director (AR) (since 13 May 2016)
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Karen Shuttleworth
IRN KXS00325
- (1388)Appointed representative dealing with clients for which they require qualification (4 Apr 2024 to 15 Apr 2024)
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Karim Brahim
IRN KXB02032
- (2255)CF1 Director (AR) (25 May 2016 to 21 Dec 2020)
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Karina Szlachciak
IRN KXS00149
- (463)Appointed representative dealing with clients for which they require qualification (2 Mar 2020 to 19 Mar 2021)
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Karl Justin Vassallo
IRN KJV00003
- (1967)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1968)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1969)CF1 Director (AR) (since 20 Nov 2015)
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Karl Tatler
IRN KXT01224
- (49)CF1 Director (AR) (since 18 Apr 2023)
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Karla Samantha Edwards
IRN KXE00031
- (345)CF1 Director (AR) (27 Jan 2021 to 13 Nov 2021)
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Karolina Wrobel
IRN KXW00324
- (789)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (790)Appointed representative dealing with clients for which they require qualification (since 25 Jan 2024)
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Kashif Hussain Rashid
IRN KHR01008
- (321)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (322)Appointed representative dealing with clients for which they require qualification (since 30 Sep 2024)
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Kate Anne Mothersdale
IRN KXM00144
- (313)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (314)Appointed representative dealing with clients for which they require qualification (since 18 Oct 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Choices Financial Ltd
FRN 407492 · Appointed 11 May 2011
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Geoffrey Piercy
FRN 550316 · Appointed 10 May 2011
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Fresh Financial Consultants Ltd
FRN 543454 · Appointed 21 Mar 2011
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Richard Mairs
FRN 541701 · Appointed 17 Feb 2011
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Friendly Financial Ltd
FRN 516012 · Appointed 17 Feb 2011
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Peter O'Neill Ltd
FRN 194176 · Appointed 11 Feb 2011
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Business Protection Solutions (UK) Limited
FRN 538062 · Appointed 21 Dec 2010
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Moira Sheerin
FRN 437208 · Appointed 2 Dec 2010
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Trust Financial Solutions Ltd
FRN 531801 · Appointed 16 Sep 2010
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Mortgage Information Bureau Ltd
FRN 495489 · Appointed 9 Aug 2010
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