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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Richard Pierdziwol
IRN RXP00156
- (1227)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1228)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Richard Sanger
IRN RXS03436
- (2618)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2619)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2620)CF1 Director (AR) (since 24 Aug 2018)
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Richard Smith
IRN RXS00544
- (1351)Appointed representative dealing with clients for which they require qualification (1 Oct 2021 to 13 Jul 2022)
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Richard Stephen Coulson
IRN RXC00092
- (518)SMF3 Executive Director (9 Dec 2019 to 1 Mar 2023)
- (517)Responsible for Insurance Distribution (9 May 2019 to 1 Mar 2023)
- (521)CF1 Director (30 May 2017 to 8 Dec 2019)
- (516)Responsibility for MCD Intermediation (21 Mar 2016 to 1 Mar 2023)
- (520)CF1 Director (AR) (15 Aug 2012 to 12 Feb 2019)
- (519)CF29 Significant management (20 Apr 2012 to 12 Feb 2019)
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Richard Townsend
IRN RXT88070
- (353)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (354)Appointed representative dealing with clients for which they require qualification (since 22 Jan 2024)
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Richard Ward
IRN RXW73426
- (1105)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Mar 2023)
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Richard Wycherley
IRN RXW00597
- (642)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (643)Appointed representative dealing with clients for which they require qualification (since 4 Sep 2024)
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Richard, Alan Walton
IRN RXW00389
- (57)CF1 Director (AR) (since 17 May 2022)
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Rikesh Tailor
IRN RXT00270
- (1312)Appointed representative dealing with clients for which they require qualification (11 Apr 2023 to 17 Oct 2023)
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Robbie Andrew Johnson
IRN RXJ00079
- (1594)Appointed representative dealing with clients for which they require qualification (2 Mar 2020 to 26 Aug 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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First Financial Services Ltd
FRN 575702 · Appointed 21 Feb 2012
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Fortune Financial Planning Ltd
FRN 573484 · Appointed 25 Jan 2012
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Clear Financial (Midlands) Ltd
FRN 482897 · Appointed 17 Jan 2012
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Smith Coffin Private Finance Ltd
FRN 570021 · Appointed 30 Nov 2011
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Riviera Mortgages Ltd
FRN 569667 · Appointed 24 Nov 2011
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The Money Consultancy Limited
FRN 567791 · Appointed 1 Nov 2011
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Ashley Farrell
FRN 566914 · Appointed 19 Oct 2011
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Jmc Mortgage Services Ltd
FRN 561715 · Appointed 9 Aug 2011
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Dunham McCarthy Financial Services Ltd
FRN 553556 · Appointed 14 Jun 2011
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Choices Financial Ltd
FRN 407492 · Appointed 11 May 2011
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2240)CF1 Director (AR)
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controlled function added: (2239)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2238)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2237)CF1 Director (AR)
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controlled function added: (2236)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2235)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2234)CF1 Director (AR)
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controlled function added: (2233)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2232)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2231)CF1 Director (AR)