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.
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2330)CF1 Director (AR)
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controlled function added: (2329)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2328)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2327)CF1 Director (AR)
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controlled function added: (2326)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2325)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2324)CF1 Director (AR)
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controlled function added: (2323)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2322)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2321)CF1 Director (AR)