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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David John Wood
IRN DJW00013
- (397)CF1 Director (AR) (1 Jun 2023 to 3 Apr 2024)
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David Julian Newnes
IRN DJN01069
- (201)CF1 Director (AR) (5 Jan 2011 to 9 Jul 2015)
- (202)CF1 Director (14 Oct 2005 to 2 May 2012)
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David Keith Bonser
IRN DKB00018
- (121)CF1 Director (AR) (16 Jan 2014 to 31 May 2014)
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David Lee
IRN DXL00051
- (2012)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2013)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2014)CF1 Director (AR) (since 10 May 2010)
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David Locke
IRN DXL01783
- (535)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Jan 2025)
- (536)CF1 Director (AR) (1 Nov 2016 to 26 Jan 2025)
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David Marcus Tatnall
IRN DMT00027
- (740)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jun 2023)
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David Martin Lewis
IRN DML01095
- (97)CF1 Director (AR) (10 May 2010 to 8 Mar 2011)
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David Matthew Higgins
IRN DXH00200
- (987)Appointed representative dealing with clients for which they require qualification (15 Apr 2021 to 5 Mar 2022)
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David Maughan
IRN DXM13554
- (2603)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2604)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2605)CF1 Director (AR) (since 6 Apr 2019)
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David Meredith
IRN DXM00352
- (1522)Appointed representative dealing with clients for which they require qualification (25 Mar 2021 to 26 Mar 2025)
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