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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Holly Charlotte Irvine
IRN HCI01002
- (1976)CF1 Director (AR) (1 Mar 2012 to 3 Mar 2014)
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Holly Leah Cooper
IRN HLC30179
- (1151)Appointed representative dealing with clients for which they require qualification (23 Jun 2021 to 17 Feb 2026)
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Holly Thompson
IRN HXT00032
- (1011)Appointed representative dealing with clients for which they require qualification (14 Aug 2020 to 2 Mar 2022)
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Hugh Rankin Kennedy
IRN HRK01011
- (703)Appointed representative dealing with clients for which they require qualification (11 Mar 2025 to 11 Aug 2025)
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Hugo Oosthuizen
IRN HXO00054
- (781)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (782)Appointed representative dealing with clients for which they require qualification (since 18 Feb 2025)
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Huria Ali
IRN HXR01145
- (1790)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1791)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1792)CF1 Director (AR) (since 3 Jul 2017)
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Iain Howieson
IRN IXH00003
- (2065)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2066)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2067)CF1 Director (AR) (since 18 Mar 2013)
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Ian Alexander Lobban
IRN IAL01014
- (12)CF1 Director (AR) (28 Feb 2014 to 29 Sep 2017)
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Ian Anthony Williams
IRN IAW01028
- (95)CF1 Director (AR) (10 May 2010 to 17 Jun 2010)
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Ian Bisatt
IRN IXB00066
- (1960)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jan 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Midlands Financial Services Ltd (no longer appointed)
FRN 581877 · Appointed 9 Sep 2014 · Until 7 Mar 2019
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Greenshoots Financial Services Ltd (no longer appointed)
FRN 631749 · Appointed 9 Sep 2014 · Until 14 Sep 2017
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Alexander Whyte Financial Solutions Ltd (no longer appointed)
FRN 631327 · Appointed 2 Sep 2014 · Until 17 Jan 2019
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Grosvenor Financial Strategies Ltd (no longer appointed)
FRN 630200 · Appointed 14 Aug 2014 · Until 2 Feb 2021
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Bespoke Financial Group Limited (no longer appointed)
FRN 628980 · Appointed 25 Jul 2014 · Until 6 Dec 2024
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Bespoke Financial (Yorkshire and East Riding) Ltd (no longer appointed)
FRN 628718 · Appointed 21 Jul 2014 · Until 31 Mar 2020
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Bespoke Financial Yorkshire Ltd (no longer appointed)
FRN 628279 · Appointed 15 Jul 2014 · Until 3 Sep 2025
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Right Way Financial Services Ltd (no longer appointed)
FRN 628200 · Appointed 14 Jul 2014 · Until 30 Dec 2015
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