Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
No.2 Methuen ParkChippenhamWiltshireSN14 0GBUNITED KINGDOM- Phone
- +443303030237
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
Equity Release Advice
For Customer, Home reversion plans
-
Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
-
Equity Release Arranging
For Customer, Home reversion plans
-
Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Credit Brokering
-
Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
Equity Release Setup
For Customer, Home reversion plans
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
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.
-
David Allan Roberts
IRN DAR01169
- (135)CF4 Partner (AR) (10 May 2010 to 23 Aug 2011)
-
David Allen
IRN DXA00103
- (1388)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1389)Appointed representative dealing with clients for which they require qualification (since 8 Aug 2022)
- (837)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Mar 2021)
-
David Andrew Spencer
IRN DAS01303
- (4)CF1 Director (AR) (10 May 2010 to 10 Jan 2012)
-
David Anthony Brockhouse
IRN DAB01202
- (1174)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1175)Appointed representative dealing with clients for which they require qualification (since 11 Apr 2023)
-
David Atkinson
IRN DXA00104
- (103)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Mar 2020)
-
David Barron
IRN DXB00123
- (688)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2024)
-
David Bland
IRN DXB00274
- (1739)Appointed representative dealing with clients for which they require qualification (6 Nov 2020 to 8 Jan 2021)
-
David Booth
IRN DXB00153
- (512)CF1 Director (AR) (1 May 2013 to 14 Oct 2021)
-
David Brennan
IRN DXB00278
- (1563)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1564)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
David Bull
IRN DXB00277
- (49)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Feb 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (2680)CF1 Director (AR)
-
controlled function added: (2679)SMF2 Chief Finance
-
controlled function added: (2678)SMF24 Chief Operations
-
controlled function added: (2677)SMF5 Head of Internal Audit
-
controlled function added: (2676)CF1 Director (AR)
-
controlled function added: (2675)SMF10 Chair of the Risk Committee
-
controlled function added: (2674)SMF11 Chair of the Audit Committee
-
controlled function added: (2673)CF1 Director (AR)
-
controlled function added: (2672)CF1 Director (AR)
-
controlled function added: (2671)CF1 Director (AR)