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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James Benjamin Tomlinson
IRN JBT00012
- (741)CF1 Director (AR) (27 May 2010 to 24 Aug 2012)
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James Brendan Boylan
IRN JBB00017
- (731)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Apr 2023)
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James Campbell
IRN JXC00742
- (1380)Appointed representative dealing with clients for which they require qualification (27 Sep 2021 to 11 Nov 2022)
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James Charles McAuley
IRN JCM01223
- (437)CF1 Director (AR) (6 Jan 2011 to 20 Sep 2021)
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James Christian Hulme
IRN JCH00044
- (1924)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1925)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1926)CF1 Director (AR) (since 8 Feb 2012)
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James Close
IRN JXC00324
- (979)Appointed representative dealing with clients for which they require qualification (4 Feb 2025 to 30 Mar 2026)
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James Collicutt
IRN JXC03422
- (573)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (574)Appointed representative dealing with clients for which they require qualification (since 22 Jul 2025)
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James Cox
IRN JXC00379
- (840)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Dec 2025)
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James Edward Daniel Wicks
IRN JXW01063
- (681)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (682)Appointed representative dealing with clients for which they require qualification (since 3 Oct 2025)
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James Elliott Park
IRN JXP00226
- (1693)Appointed representative dealing with clients for which they require qualification (28 Feb 2022 to 4 Apr 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Aston & Co Financial Services Ltd (no longer appointed)
FRN 669412 · Appointed 2 Feb 2015 · Until 14 Apr 2025
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Steel & Co (East Anglia) Financial Services Ltd (no longer appointed)
FRN 507595 · Appointed 16 Jan 2015 · Until 6 Jun 2017
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Mayhall Financial Services Ltd (no longer appointed)
FRN 665265 · Appointed 15 Jan 2015 · Until 16 Aug 2016
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First Rate Home Finance Ltd (no longer appointed)
FRN 497346 · Appointed 14 Jan 2015 · Until 16 Aug 2016
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Informed Choices (Midlands) Ltd (no longer appointed)
FRN 664285 · Appointed 9 Jan 2015 · Until 6 Mar 2018
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Your Mortgage Solutions Ltd (no longer appointed)
FRN 437833 · Appointed 6 Jan 2015 · Until 10 Oct 2017
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Spartan Financial Solutions Limited (no longer appointed)
FRN 659196 · Appointed 10 Dec 2014 · Until 22 Jul 2016
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Integritas Financial Portfolio Limited (no longer appointed)
FRN 659414 · Appointed 10 Dec 2014 · Until 5 Feb 2019
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