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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Lee Heycock
IRN LXH00135
- (163)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (164)Appointed representative dealing with clients for which they require qualification (since 25 Jul 2023)
- (888)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jul 2023)
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Lee McCutcheon
IRN LXM00474
- (817)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (818)Appointed representative dealing with clients for which they require qualification (since 1 Aug 2022)
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Lee Michael Flanagan
IRN LMF01051
- (276)CF1 Director (AR) (30 Oct 2014 to 6 Dec 2024)
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Lee Nicholls
IRN LXN34737
- (1142)Appointed representative dealing with clients for which they require qualification (24 Nov 2021 to 31 Aug 2022)
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Lee Oddy
IRN LXO00029
- (1677)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Mar 2023)
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Lee Paul Hesketh
IRN LPH01014
- (607)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2020)
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Lee Raymond Pearce
IRN LRP01033
- (454)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (455)Appointed representative dealing with clients for which they require qualification (since 12 Mar 2026)
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Lee Robert Bristow
IRN LRB01047
- (568)Appointed representative dealing with clients for which they require qualification (19 May 2022 to 10 Nov 2022)
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Lee Robert Doran
IRN LRD01036
- (505)CF1 Director (AR) (6 Apr 2017 to 29 Oct 2021)
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Lee Soon Man
IRN LXM00357
- (1355)Appointed representative dealing with clients for which they require qualification (22 Oct 2021 to 1 Feb 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Bell Mortgage Solutions Ltd
FRN 996667 · Appointed 21 May 2023
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A.N Financial Services Ltd
FRN 996666 · Appointed 21 May 2023
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Michael McLaughlin
FRN 994941 · Appointed 17 Apr 2023
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Karl Tatler Financial Services Limited
FRN 994924 · Appointed 17 Apr 2023
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GF Financial - London Ltd
FRN 994922 · Appointed 17 Apr 2023
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Blue Herring Mortgage & Protection Services Ltd
FRN 994221 · Appointed 31 Mar 2023
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Right Time Mortgages Ltd
FRN 994219 · Appointed 31 Mar 2023
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Family Shield Financial Ltd
FRN 993821 · Appointed 24 Mar 2023
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Kris Sebastian
FRN 953286 · Appointed 16 Mar 2023
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Chris Marshall Protection Ltd
FRN 992075 · Appointed 19 Feb 2023
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