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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Jake Freeburn Calder
IRN JXC00680
- (959)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (960)Appointed representative dealing with clients for which they require qualification (since 2 Feb 2026)
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Jake Turney
IRN JXT00162
- (1801)Appointed representative dealing with clients for which they require qualification (16 Oct 2020 to 4 Apr 2023)
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Jakub Koscian
IRN JXK00130
- (1859)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jul 2020)
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James Alan Campbell
IRN JAC01312
- (643)Appointed representative dealing with clients for which they require qualification (22 Sep 2022 to 15 Sep 2023)
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James Alan Evans
IRN JXE00246
- (1252)Appointed representative dealing with clients for which they require qualification (5 Oct 2022 to 2 Mar 2023)
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James Alexander Saunders
IRN JAS01505
- (219)CF1 Director (AR) (10 Mar 2014 to 1 Mar 2016)
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James Alfred William Chaney
IRN JAC01402
- (1146)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1147)Appointed representative dealing with clients for which they require qualification (since 25 Sep 2024)
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James Andrew Foley
IRN JXF00454
- (2113)CF1 Director (AR) (since 30 Apr 2026)
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James Anthony Vizard
IRN JXV00036
- (2078)Appointed representative dealing with clients for which they require qualification (20 Jul 2023 to 13 Dec 2023)
- (2079)CF1 Director (AR) (18 Jun 2023 to 13 Dec 2023)
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James Baker
IRN JXB02863
- (324)CF1 Director (AR) (24 Oct 2012 to 13 May 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Aston & Co Financial Services Ltd (no longer appointed)
FRN 669412 · Appointed 2 Feb 2015 · Until 14 Apr 2025
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Steel & Co (East Anglia) Financial Services Ltd (no longer appointed)
FRN 507595 · Appointed 16 Jan 2015 · Until 6 Jun 2017
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Mayhall Financial Services Ltd (no longer appointed)
FRN 665265 · Appointed 15 Jan 2015 · Until 16 Aug 2016
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First Rate Home Finance Ltd (no longer appointed)
FRN 497346 · Appointed 14 Jan 2015 · Until 16 Aug 2016
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Informed Choices (Midlands) Ltd (no longer appointed)
FRN 664285 · Appointed 9 Jan 2015 · Until 6 Mar 2018
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Your Mortgage Solutions Ltd (no longer appointed)
FRN 437833 · Appointed 6 Jan 2015 · Until 10 Oct 2017
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Spartan Financial Solutions Limited (no longer appointed)
FRN 659196 · Appointed 10 Dec 2014 · Until 22 Jul 2016
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Integritas Financial Portfolio Limited (no longer appointed)
FRN 659414 · Appointed 10 Dec 2014 · Until 5 Feb 2019
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