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.
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2660)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2659)CF1 Director (AR)
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controlled function added: (2658)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2657)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2656)CF1 Director (AR)
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controlled function added: (2655)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2654)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2653)CF1 Director (AR)
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controlled function added: (2652)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2651)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose