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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Lindsay Smith
IRN LXB01236
- (701)Appointed representative dealing with clients for which they require qualification (2 Jan 2025 to 30 Apr 2026)
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Lindsey Fiona Beck
IRN LXB00175
- (1530)Appointed representative dealing with clients for which they require qualification (1 Apr 2022 to 20 Oct 2022)
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Lindsey Gray
IRN LXG00407
- (564)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (565)Appointed representative dealing with clients for which they require qualification (since 18 Aug 2025)
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Lindsey Pearson
IRN LXP91744
- (2529)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2530)Appointed representative dealing with clients for which they require qualification (since 29 Sep 2020)
- (2531)CF1 Director (AR) (since 25 Aug 2020)
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Lindsey Walker
IRN LXW00238
- (869)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (870)Appointed representative dealing with clients for which they require qualification (since 4 Feb 2022)
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Linsey Mccann
IRN LXM00438
- (823)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (824)Appointed representative dealing with clients for which they require qualification (since 25 Jan 2024)
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Lisa Bray
IRN LXB19241
- (469)CF1 Director (AR) (24 Aug 2019 to 10 Aug 2021)
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Lisa Carson
IRN LXC00567
- (827)Appointed representative dealing with clients for which they require qualification (22 Feb 2024 to 11 Mar 2025)
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Lisa Charles Jones
IRN LXC01378
- (60)CF1 Director (AR) (12 Jan 2011 to 10 Aug 2016)
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Lisa Cumming
IRN LXC00118
- (1507)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1508)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Choices Financial Ltd
FRN 407492 · Appointed 11 May 2011
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Geoffrey Piercy
FRN 550316 · Appointed 10 May 2011
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Fresh Financial Consultants Ltd
FRN 543454 · Appointed 21 Mar 2011
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Richard Mairs
FRN 541701 · Appointed 17 Feb 2011
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Friendly Financial Ltd
FRN 516012 · Appointed 17 Feb 2011
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Peter O'Neill Ltd
FRN 194176 · Appointed 11 Feb 2011
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Business Protection Solutions (UK) Limited
FRN 538062 · Appointed 21 Dec 2010
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Moira Sheerin
FRN 437208 · Appointed 2 Dec 2010
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Trust Financial Solutions Ltd
FRN 531801 · Appointed 16 Sep 2010
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Mortgage Information Bureau Ltd
FRN 495489 · Appointed 9 Aug 2010
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2670)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2669)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2668)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2667)CF4 Partner (AR)
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controlled function added: (2666)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2665)CF1 Director (AR)
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controlled function added: (2664)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2663)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2662)CF1 Director (AR)
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controlled function added: (2661)Appointed representative dealing with clients for which they require qualification