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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Joe Lewis Tyler
IRN JXT52626
- (1133)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2021)
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Joe Whitehouse
IRN JXW31091
- (1148)Appointed representative dealing with clients for which they require qualification (20 Sep 2021 to 30 Aug 2024)
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Joel Adams
IRN JXA00157
- (1556)Appointed representative dealing with clients for which they require qualification (31 Jul 2023 to 2 Mar 2026)
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Joel Baverstock
IRN JXB01489
- (1218)Appointed representative dealing with clients for which they require qualification (11 Mar 2024 to 16 May 2024)
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Joel Thomas Moorhouse
IRN JXM00910
- (1350)Appointed representative dealing with clients for which they require qualification (22 Mar 2022 to 1 Jan 2025)
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Joel Walker
IRN JXW00283
- (1793)Appointed representative dealing with clients for which they require qualification (17 Nov 2020 to 3 Mar 2021)
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Joel Young
IRN JXY00024
- (866)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Aug 2022)
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John Appiah
IRN JXA85417
- (1055)Appointed representative dealing with clients for which they require qualification (15 Sep 2021 to 11 Nov 2022)
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John Boyle
IRN JXB04062
- (797)Appointed representative dealing with clients for which they require qualification (11 Jun 2025 to 16 Jan 2026)
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John Carpenter
IRN JXC02445
- (349)CF1 Director (AR) (25 Apr 2013 to 28 Apr 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Greenwood Mortgages Ltd (no longer appointed)
FRN 957552 · Appointed 26 Aug 2021 · Until 12 Dec 2022
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Momentum Financial Services Ltd (no longer appointed)
FRN 956958 · Appointed 16 Aug 2021 · Until 3 Dec 2024
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Red Hot Property Group Limited (no longer appointed)
FRN 956668 · Appointed 12 Aug 2021 · Until 17 Jan 2022
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Life Financial Protection Solutions Limited (no longer appointed)
FRN 955467 · Appointed 25 Jul 2021 · Until 5 Jun 2023
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Stirling Gray Financial Ltd (no longer appointed)
FRN 955406 · Appointed 23 Jul 2021 · Until 29 Aug 2024
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)