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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Raymond McDonald
IRN RXM00614
- (865)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (866)Appointed representative dealing with clients for which they require qualification (since 28 Feb 2022)
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Raymond Meek
IRN RXM00251
- (884)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Apr 2022)
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Reanna Collinson
IRN RXC00484
- (1318)Appointed representative dealing with clients for which they require qualification (24 Jun 2022 to 16 Feb 2023)
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Rebecca Batty
IRN RXS00267
- (1329)21. Advising or arranging (bringing about) equity release transactions
- (1330)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1331)Appointed representative dealing with clients for which they require qualification (since 1 Sep 2021)
- (1847)CF1 Director (AR) (26 Feb 2021 to 30 Jun 2022)
- (1846)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2020)
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Rebecca Claire Hicks
IRN RXE00046
- (2051)Appointed representative dealing with clients for which they require qualification (22 May 2023 to 11 Nov 2023)
- (2052)CF1 Director (AR) (12 May 2023 to 11 Nov 2023)
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Rebecca Hughes
IRN RXH00402
- (1411)Appointed representative dealing with clients for which they require qualification (14 Jul 2021 to 17 Nov 2021)
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Rebecca June Rosindale
IRN RJR01173
- (17)CF1 Director (AR) (since 30 Mar 2017)
- (282)Appointed representative dealing with clients for which they require qualification (16 Aug 2023 to 14 Jul 2025)
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Rebecca Lee Clayton
IRN RXC00397
- (1413)Appointed representative dealing with clients for which they require qualification (13 Jul 2021 to 14 Feb 2022)
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Rebecca Marie Ducker
IRN RMD01116
- (320)CF1 Director (AR) (29 Aug 2012 to 27 Aug 2021)
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Rebecca McKetty
IRN RXM00257
- (1582)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ed Davey Mortgage Services Limited
FRN 802420 · Appointed 21 Feb 2018
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DG Mortgages Ltd
FRN 798224 · Appointed 9 Jan 2018
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Spectrum Mortgages and Protection Ltd
FRN 796211 · Appointed 11 Dec 2017
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Errington Stanley Mortgages Ltd
FRN 794800 · Appointed 22 Nov 2017
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Insurance First Brokers Limited
FRN 164785 · Appointed 6 Nov 2017
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Christopher George Lyons
FRN 789564 · Appointed 22 Sep 2017
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Elementary Mortgage Solutions Ltd
FRN 789284 · Appointed 19 Sep 2017
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Balwant Khaira
FRN 562617 · Appointed 14 Aug 2017
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Altogether Financial Solutions Ltd
FRN 489352 · Appointed 3 Aug 2017
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Fulcrum Financial Ltd
FRN 784766 · Appointed 21 Jul 2017
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2280)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2279)CF1 Director (AR)
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controlled function added: (2278)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2277)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2276)CF1 Director (AR)
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controlled function added: (2275)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2274)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2273)CF1 Director (AR)
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controlled function added: (2272)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2271)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose