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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Jacques Chery
IRN JXC02678
- (552)CF1 Director (AR) (18 Jul 2014 to 20 Apr 2015)
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Jade Leah Shackleton
IRN JXS37883
- (436)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (437)Appointed representative dealing with clients for which they require qualification (since 10 Oct 2025)
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Jade Pinkerton
IRN JXP00223
- (1442)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1443)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jagmohan Singh Dhaliwal
IRN JXD00231
- (1849)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Aug 2023)
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Jahangir Ishaq
IRN JXI00036
- (1381)Appointed representative dealing with clients for which they require qualification (24 Sep 2021 to 23 Jan 2023)
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Jahidu Jaman
IRN JXJ83568
- (1062)Appointed representative dealing with clients for which they require qualification (21 Dec 2020 to 11 Jun 2022)
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Jaimie Lee Malone
IRN JXM00382
- (2431)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2433)CF1 Director (AR) (since 1 Jul 2022)
- (2432)Appointed representative dealing with clients for which they require qualification (since 14 Feb 2020)
- (1961)Appointed representative dealing with clients for which they require qualification (14 Feb 2020 to 1 Dec 2022)
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Jake Calder
IRN JXC00979
- (1263)Appointed representative dealing with clients for which they require qualification (31 Aug 2022 to 14 Jun 2024)
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Jake Dudley Williams
IRN JXW00255
- (974)Appointed representative dealing with clients for which they require qualification (3 Feb 2021 to 7 Dec 2024)
- (975)CF1 Director (AR) (2 Feb 2021 to 7 Dec 2024)
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Jake Francis Aquilina
IRN JXA77864
- (1102)Appointed representative dealing with clients for which they require qualification (17 Feb 2021 to 24 Apr 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Aston & Co Financial Services Ltd (no longer appointed)
FRN 669412 · Appointed 2 Feb 2015 · Until 14 Apr 2025
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Steel & Co (East Anglia) Financial Services Ltd (no longer appointed)
FRN 507595 · Appointed 16 Jan 2015 · Until 6 Jun 2017
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Mayhall Financial Services Ltd (no longer appointed)
FRN 665265 · Appointed 15 Jan 2015 · Until 16 Aug 2016
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First Rate Home Finance Ltd (no longer appointed)
FRN 497346 · Appointed 14 Jan 2015 · Until 16 Aug 2016
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Informed Choices (Midlands) Ltd (no longer appointed)
FRN 664285 · Appointed 9 Jan 2015 · Until 6 Mar 2018
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Your Mortgage Solutions Ltd (no longer appointed)
FRN 437833 · Appointed 6 Jan 2015 · Until 10 Oct 2017
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Spartan Financial Solutions Limited (no longer appointed)
FRN 659196 · Appointed 10 Dec 2014 · Until 22 Jul 2016
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Integritas Financial Portfolio Limited (no longer appointed)
FRN 659414 · Appointed 10 Dec 2014 · Until 5 Feb 2019
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)