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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Joshua Johnstone
IRN JXJ00102
- (1501)Appointed representative dealing with clients for which they require qualification (21 Jun 2021 to 18 Oct 2022)
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Joshua Laurence Cresswell Wall
IRN JXW00332
- (1541)Appointed representative dealing with clients for which they require qualification (20 Sep 2022 to 17 Oct 2022)
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Joshua Leetham
IRN JXL00196
- (1703)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Feb 2021)
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Joshua Robert O'Hara
IRN JXO00214
- (1244)Appointed representative dealing with clients for which they require qualification (10 Nov 2022 to 19 Jan 2023)
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Joy Dowell
IRN JXD00233
- (1760)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Dec 2019)
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Judith Margaret Hughes
IRN HXJ01078
- (630)Appointed representative dealing with clients for which they require qualification (1 Aug 2022 to 30 Nov 2022)
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Judith Pollard
IRN JXP00224
- (1842)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jun 2023)
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Judith Robinson
IRN JXR00212
- (1235)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1236)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Judith Smith
IRN JXS00374
- (1690)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Jun 2021)
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Judy Ebubedike
IRN JXE00091
- (1768)Appointed representative dealing with clients for which they require qualification (15 Dec 2020 to 6 Jul 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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P.McDermott
FRN 412775 · Appointed 10 May 2010
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Optimum FS Limited
FRN 499309 · Appointed 10 May 2010
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Oportfolio Limited
FRN 509434 · Appointed 10 May 2010
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GRD Financial Services Ltd
FRN 500521 · Appointed 10 May 2010
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Nottingham Mortgage Desk Ltd
FRN 472579 · Appointed 10 May 2010
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NMS Financial Limited
FRN 503736 · Appointed 10 May 2010
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Nigel Pitts
FRN 447530 · Appointed 10 May 2010
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Nick Brown
FRN 403104 · Appointed 10 May 2010
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Gavin Bettinson
FRN 464755 · Appointed 10 May 2010
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Barnells Mortgage Consultants Ltd
FRN 462756 · Appointed 10 May 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