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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Ian Morley
IRN IDM01059
- (121)CF1 Director (AR) (since 11 Jul 2016)
- (300)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jul 2024)
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Ian Nicholson
IRN IXN00008
- (307)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (308)Appointed representative dealing with clients for which they require qualification (since 22 Apr 2026)
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Ian Robert Preston
IRN IRP01044
- (332)CF1 Director (AR) (11 Oct 2012 to 13 May 2024)
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Ian Thompson
IRN IXT00010
- (383)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Jan 2021)
- (384)CF1 Director (AR) (20 Oct 2016 to 6 May 2021)
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Ian William Blair
IRN IXB00030
- (319)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (320)Appointed representative dealing with clients for which they require qualification (since 15 Jun 2021)
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Ian Winslow
IRN IXW00041
- (173)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (174)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ibrail Akhtar
IRN IXA00032
- (856)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Oct 2023)
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Ieuan Bidgood
IRN IXB00060
- (2094)CF1 Director (AR) (11 Feb 2021 to 13 Nov 2025)
- (2093)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Nov 2025)
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Igor Roslonski
IRN IXR00023
- (1519)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1520)Appointed representative dealing with clients for which they require qualification (since 25 Mar 2020)
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Imogen Elizabeth Slater
IRN IXS00183
- (1320)Appointed representative dealing with clients for which they require qualification (8 Mar 2022 to 22 Mar 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Midlands Financial Services Ltd (no longer appointed)
FRN 581877 · Appointed 9 Sep 2014 · Until 7 Mar 2019
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Greenshoots Financial Services Ltd (no longer appointed)
FRN 631749 · Appointed 9 Sep 2014 · Until 14 Sep 2017
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Alexander Whyte Financial Solutions Ltd (no longer appointed)
FRN 631327 · Appointed 2 Sep 2014 · Until 17 Jan 2019
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Grosvenor Financial Strategies Ltd (no longer appointed)
FRN 630200 · Appointed 14 Aug 2014 · Until 2 Feb 2021
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Bespoke Financial Group Limited (no longer appointed)
FRN 628980 · Appointed 25 Jul 2014 · Until 6 Dec 2024
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Bespoke Financial (Yorkshire and East Riding) Ltd (no longer appointed)
FRN 628718 · Appointed 21 Jul 2014 · Until 31 Mar 2020
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Bespoke Financial Yorkshire Ltd (no longer appointed)
FRN 628279 · Appointed 15 Jul 2014 · Until 3 Sep 2025
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Right Way Financial Services Ltd (no longer appointed)
FRN 628200 · Appointed 14 Jul 2014 · Until 30 Dec 2015
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