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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Marion Gillan
IRN MXM01941
- (1860)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1862)CF1 Director (AR) (since 11 Jan 2023)
- (1861)Appointed representative dealing with clients for which they require qualification (since 8 Dec 2020)
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Marion McGinlay
IRN MXM00252
- (1986)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1987)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1988)CF1 Director (AR) (since 27 Aug 2019)
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Marion Rose Ann Smyth
IRN MRS01169
- (665)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Mar 2022)
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Mark Anderson
IRN MXA04189
- (1171)Appointed representative dealing with clients for which they require qualification (23 Jun 2020 to 24 Apr 2023)
- (1172)CF1 Director (AR) (8 Jun 2020 to 24 Apr 2023)
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Mark Anderson
IRN MXA00058
- (139)CF4 Partner (AR) (10 May 2010 to 9 Feb 2017)
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Mark Andrew Jones
IRN MXJ00132
- (2256)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2258)CF1 Director (AR) (since 12 Aug 2025)
- (2257)Appointed representative dealing with clients for which they require qualification (since 1 Nov 2023)
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Mark Anthony Cleary
IRN MAC01383
- (2225)CF1 Director (AR) (5 Mar 2014 to 13 Dec 2022)
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Mark Bradley Huby
IRN MBH01040
- (2044)CF1 Director (AR) (10 May 2010 to 23 Dec 2019)
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Mark Caldwell
IRN MXC00622
- (1358)Appointed representative dealing with clients for which they require qualification (15 Oct 2021 to 17 Jun 2022)
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Mark Cooper
IRN MXC00572
- (3)CF1 Director (AR) (since 3 Sep 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Dale Hunter Financial Services Ltd (no longer appointed)
FRN 1019779 · Appointed 25 Oct 2024 · Until 26 May 2025
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PROMINENT MORTGAGE SERVICES LIMITED (no longer appointed)
FRN 1014971 · Appointed 9 Jul 2024 · Until 19 Feb 2025
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Warrior Financial Services Ltd (no longer appointed)
FRN 1009240 · Appointed 5 Mar 2024 · Until 28 Feb 2026
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Worrall Mortgages Limited (no longer appointed)
FRN 1009151 · Appointed 22 Feb 2024 · Until 11 Mar 2024
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2650)CF1 Director (AR)
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controlled function added: (2649)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2648)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2647)CF1 Director (AR)
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controlled function added: (2646)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2645)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2644)CF1 Director (AR)
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controlled function added: (2643)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2642)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2641)CF1 Director (AR)