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 Michael Barber
IRN DMB01215
- (1789)CF1 Director (AR) (since 24 Nov 2023)
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David Michael Driscoll
IRN DMD01057
- (1846)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1847)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1848)CF1 Director (AR) (since 24 Mar 2011)
- (2140)CF1 Director (AR) (10 May 2010 to 21 Jun 2010)
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David Mills
IRN DXM01917
- (110)CF1 Director (AR) (6 Jan 2011 to 18 Apr 2012)
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David Pavitt
IRN DXP02341
- (53)CF1 Director (AR) (since 23 Aug 2018)
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David Peat
IRN DXP00145
- (1802)Appointed representative dealing with clients for which they require qualification (2 Nov 2020 to 27 Aug 2021)
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David Pendry
IRN DXP00150
- (1264)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1265)Appointed representative dealing with clients for which they require qualification (since 4 Jan 2021)
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David Perpetuini
IRN DXP00534
- (388)CF1 Director (AR) (20 Sep 2023 to 18 Dec 2023)
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David Pill
IRN DXP00143
- (916)Appointed representative dealing with clients for which they require qualification (24 Jun 2020 to 6 Nov 2024)
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David Poh
IRN DXP00148
- (1286)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1287)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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David Rhodes
IRN DXR00098
- (13)CF1 Director (AR) (10 May 2010 to 30 Jul 2010)
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