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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Ian Morley
IRN IDM01059
- (121)CF1 Director (AR) (since 11 Jul 2016)
- (300)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jul 2024)
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Ian Nicholson
IRN IXN00008
- (307)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (308)Appointed representative dealing with clients for which they require qualification (since 22 Apr 2026)
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Ian Robert Preston
IRN IRP01044
- (332)CF1 Director (AR) (11 Oct 2012 to 13 May 2024)
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Ian Thompson
IRN IXT00010
- (383)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Jan 2021)
- (384)CF1 Director (AR) (20 Oct 2016 to 6 May 2021)
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Ian William Blair
IRN IXB00030
- (319)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (320)Appointed representative dealing with clients for which they require qualification (since 15 Jun 2021)
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Ian Winslow
IRN IXW00041
- (173)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (174)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ibrail Akhtar
IRN IXA00032
- (856)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Oct 2023)
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Ieuan Bidgood
IRN IXB00060
- (2094)CF1 Director (AR) (11 Feb 2021 to 13 Nov 2025)
- (2093)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Nov 2025)
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Igor Roslonski
IRN IXR00023
- (1519)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1520)Appointed representative dealing with clients for which they require qualification (since 25 Mar 2020)
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Imogen Elizabeth Slater
IRN IXS00183
- (1320)Appointed representative dealing with clients for which they require qualification (8 Mar 2022 to 22 Mar 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Bespoke Financial (Newcastle) Limited (no longer appointed)
FRN 627422 · Appointed 3 Jul 2014 · Until 1 Dec 2022
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RSC Private Clients Limited (no longer appointed)
FRN 624803 · Appointed 3 Jun 2014 · Until 20 Apr 2015
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