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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Julie Smyth
IRN JXS00372
- (1327)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1328)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Julie Taylor
IRN JXT00157
- (221)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (222)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jun Hung Ryan Chan
IRN JXC01176
- (743)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (744)Appointed representative dealing with clients for which they require qualification (since 14 Oct 2024)
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Justin Stuart Clough
IRN JXC81632
- (1071)Appointed representative dealing with clients for which they require qualification (8 Nov 2021 to 13 Jun 2022)
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Justyna Ferra
IRN JXF00151
- (1547)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1548)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jyotindra Amin
IRN JXA00044
- (155)CF1 Director (AR) (10 May 2010 to 31 Aug 2017)
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Kafeel Rasul
IRN KXR01426
- (2249)CF1 Director (AR) (2 Jan 2015 to 1 Jul 2016)
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Kali Blake
IRN KXB00363
- (1327)Appointed representative dealing with clients for which they require qualification (27 May 2022 to 29 Nov 2022)
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Kalpesh Patel
IRN KXP01127
- (66)CF1 Director (AR) (22 May 2012 to 17 Oct 2012)
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Kane Robert Powell
IRN KXP00192
- (1430)Appointed representative dealing with clients for which they require qualification (19 May 2021 to 18 Oct 2022)
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: (2250)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2249)CF1 Director (AR)
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controlled function added: (2248)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2247)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2246)CF1 Director (AR)
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controlled function added: (2245)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2244)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2243)CF1 Director (AR)
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controlled function added: (2242)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2241)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose