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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Jack Pavitt
IRN JXP00603
- (861)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (862)Appointed representative dealing with clients for which they require qualification (since 27 Aug 2024)
- (1317)Appointed representative dealing with clients for which they require qualification (17 Mar 2022 to 21 Sep 2022)
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Jack Ryan
IRN JXR00208
- (881)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Oct 2021)
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Jack Stanton
IRN JXS04155
- (611)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (612)Appointed representative dealing with clients for which they require qualification (since 29 Jul 2024)
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Jack Whateley-Evans
IRN JXW01273
- (587)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (588)Appointed representative dealing with clients for which they require qualification (since 9 Jun 2025)
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Jacob Buckley
IRN JXB04255
- (533)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (534)Appointed representative dealing with clients for which they require qualification (since 10 Feb 2026)
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Jacob Oliver Winter
IRN JXW00984
- (396)Appointed representative dealing with clients for which they require qualification (27 Aug 2024 to 7 Jan 2025)
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Jacqueline Ann Griffiths
IRN JAG01218
- (713)CF1 Director (AR) (10 May 2010 to 17 Jun 2010)
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Jacqueline Ann Roberts
IRN JAR01162
- (136)CF4 Partner (AR) (10 May 2010 to 23 Aug 2011)
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Jacqueline Mary Main
IRN JMM01213
- (211)CF1 Director (AR) (25 Jun 2010 to 28 Jan 2011)
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Jacqueline Victoria Crawley
IRN JVC00010
- (229)CF1 Director (AR) (24 Sep 2013 to 5 Dec 2016)
- (228)CF4 Partner (AR) (21 Dec 2010 to 28 Jan 2011)
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: (2680)CF1 Director (AR)
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controlled function added: (2679)SMF2 Chief Finance
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controlled function added: (2678)SMF24 Chief Operations
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controlled function added: (2677)SMF5 Head of Internal Audit
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controlled function added: (2676)CF1 Director (AR)
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controlled function added: (2675)SMF10 Chair of the Risk Committee
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controlled function added: (2674)SMF11 Chair of the Audit Committee
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controlled function added: (2673)CF1 Director (AR)
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controlled function added: (2672)CF1 Director (AR)
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controlled function added: (2671)CF1 Director (AR)