Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
No.2 Methuen ParkChippenhamWiltshireSN14 0GBUNITED KINGDOM- Phone
- +443303030237
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
Equity Release Advice
For Customer, Home reversion plans
-
Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
-
Equity Release Arranging
For Customer, Home reversion plans
-
Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Credit Brokering
-
Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
Equity Release Setup
For Customer, Home reversion plans
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
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.
-
Lindsay Smith
IRN LXB01236
- (701)Appointed representative dealing with clients for which they require qualification (2 Jan 2025 to 30 Apr 2026)
-
Lindsey Fiona Beck
IRN LXB00175
- (1530)Appointed representative dealing with clients for which they require qualification (1 Apr 2022 to 20 Oct 2022)
-
Lindsey Gray
IRN LXG00407
- (564)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (565)Appointed representative dealing with clients for which they require qualification (since 18 Aug 2025)
-
Lindsey Pearson
IRN LXP91744
- (2529)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2530)Appointed representative dealing with clients for which they require qualification (since 29 Sep 2020)
- (2531)CF1 Director (AR) (since 25 Aug 2020)
-
Lindsey Walker
IRN LXW00238
- (869)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (870)Appointed representative dealing with clients for which they require qualification (since 4 Feb 2022)
-
Linsey Mccann
IRN LXM00438
- (823)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (824)Appointed representative dealing with clients for which they require qualification (since 25 Jan 2024)
-
Lisa Bray
IRN LXB19241
- (469)CF1 Director (AR) (24 Aug 2019 to 10 Aug 2021)
-
Lisa Carson
IRN LXC00567
- (827)Appointed representative dealing with clients for which they require qualification (22 Feb 2024 to 11 Mar 2025)
-
Lisa Charles Jones
IRN LXC01378
- (60)CF1 Director (AR) (12 Jan 2011 to 10 Aug 2016)
-
Lisa Cumming
IRN LXC00118
- (1507)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1508)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Kelly Ellis
FRN 991658 · Appointed 10 Feb 2023
-
Stourbridge Mortgage Services Limited
FRN 991496 · Appointed 8 Feb 2023
-
Abode Financial Services Limited
FRN 793373 · Appointed 8 Feb 2023
-
Vivid Financial Solutions Limited
FRN 991369 · Appointed 6 Feb 2023
-
Arrow Mortgage Solutions Ltd
FRN 990154 · Appointed 17 Jan 2023
-
Newell Mortgage Services Ltd
FRN 989811 · Appointed 11 Jan 2023
-
Dawn Financial Ltd
FRN 988520 · Appointed 8 Dec 2022
-
Alko Mortgages Ltd
FRN 647946 · Appointed 2 Dec 2022
-
Saltire Financial Limited
FRN 988195 · Appointed 2 Dec 2022
-
SPD Financial Ltd
FRN 986659 · Appointed 7 Nov 2022
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (2650)CF1 Director (AR)
-
controlled function added: (2649)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2648)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2647)CF1 Director (AR)
-
controlled function added: (2646)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2645)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2644)CF1 Director (AR)
-
controlled function added: (2643)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (2642)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (2641)CF1 Director (AR)