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 Cromie
IRN JXC00376
- (922)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2024)
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Julie Elizabeth Margaret Mitchell
IRN JXM00536
- (1058)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1059)Appointed representative dealing with clients for which they require qualification (since 14 Feb 2024)
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Julie Farmer
IRN JXF01419
- (162)CF1 Director (AR) (24 Nov 2011 to 18 Apr 2016)
- (161)CF4 Partner (AR) (10 May 2010 to 22 Nov 2011)
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Julie Holroyd
IRN JXH02943
- (390)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2020)
- (391)CF1 Director (AR) (31 Aug 2016 to 23 Jun 2021)
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Julie Keatley
IRN JXK00131
- (48)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Apr 2020)
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Julie Lodge
IRN JXL02259
- (476)CF1 Director (AR) (11 Oct 2017 to 3 Sep 2025)
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Julie Marie Guilliatt
IRN JXG00460
- (1332)Appointed representative dealing with clients for which they require qualification (2 Sep 2022 to 2 Mar 2023)
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Julie Mead
IRN JXM29100
- (446)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (447)Appointed representative dealing with clients for which they require qualification (since 28 May 2024)
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Julie Neathercote
IRN JXN00070
- (171)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Mar 2020)
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Julie Parry
IRN JXP00767
- (12)CF1 Director (AR) (since 23 Mar 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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My Property Box Financial Services Ltd (no longer appointed)
FRN 991551 · Appointed 9 Feb 2023 · Until 27 Aug 2025
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One Life Protection Limited (no longer appointed)
FRN 991095 · Appointed 2 Feb 2023 · Until 30 Nov 2023
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APSM Financial Services Limited (no longer appointed)
FRN 990406 · Appointed 20 Jan 2023 · Until 4 Jul 2023
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MWT Financial Services Ltd (no longer appointed)
FRN 987485 · Appointed 22 Nov 2022 · Until 15 Dec 2022
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)