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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Jeremy Paul Gibson
IRN JPG01076
- (1702)CF1 Director (AR) (since 12 Sep 2024)
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Jeremy Paul Moll
IRN JPM01231
- (502)CF1 Director (AR) (1 Oct 2019 to 11 Feb 2021)
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Jeremy Robin Wood
IRN JRW01145
- (2056)SMF10 Chair of the Risk Committee (29 Jun 2021 to 1 Jan 2022)
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Jerome Fick
IRN JXF00142
- (2165)Appointed representative dealing with clients for which they require qualification (19 Feb 2024 to 14 Feb 2025)
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Jerry Simon James Williams
IRN JSW00029
- (275)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (276)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jessica Bicknell
IRN JXB01543
- (733)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (734)Appointed representative dealing with clients for which they require qualification (since 3 Aug 2023)
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Jessica Duckworth
IRN JXD00228
- (1456)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1457)Appointed representative dealing with clients for which they require qualification (since 13 Aug 2020)
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Jessica Hulley
IRN JXH00952
- (1265)Appointed representative dealing with clients for which they require qualification (25 Aug 2022 to 23 Nov 2023)
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Jessica Kristina Laud
IRN JXL00409
- (2161)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2162)Appointed representative dealing with clients for which they require qualification (since 7 Oct 2024)
- (2163)CF1 Director (AR) (since 21 Aug 2024)
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Jessica Perkins
IRN JXP00225
- (1984)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Nov 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Charlie Bridges Mortgages & Protection Ltd (no longer appointed)
FRN 843971 · Appointed 12 Jun 2019 · Until 28 Sep 2021
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Homelife Financial Solutions Ltd (no longer appointed)
FRN 843605 · Appointed 6 Jun 2019 · Until 24 Mar 2026
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Bright Idea Financial Solutions Ltd (no longer appointed)
FRN 843130 · Appointed 31 May 2019 · Until 3 Mar 2020
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