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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Isobel Mawson
IRN IXM00276
- (2098)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2099)Appointed representative dealing with clients for which they require qualification (since 1 Aug 2025)
- (2100)CF1 Director (AR) (since 5 Jul 2025)
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Israr Hussain Shah
IRN IHS01024
- (460)CF1 Director (AR) (14 Mar 2018 to 4 Feb 2020)
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Ivan Daniel Reffell
IRN IDR00005
- (24)CF1 Director (AR) (9 Aug 2016 to 11 May 2018)
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Ivan James Miller Cunningham
IRN IJC01063
- (553)CF1 Director (AR) (4 Apr 2014 to 6 Feb 2018)
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Ivan Whitelocks
IRN IXW01273
- (1582)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1583)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1584)CF1 Director (AR) (since 26 Sep 2017)
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JOHN MICHAEL COLEMAN
IRN JMC00038
- (474)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (475)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jacinta Redwood
IRN JXR02086
- (51)CF1 Director (AR) (since 4 Mar 2015)
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Jack Andrew Lamont
IRN JXL00732
- (1199)Appointed representative dealing with clients for which they require qualification (23 Oct 2023 to 24 Apr 2024)
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Jack Anthony Bingham
IRN JXB01278
- (15)CF1 Director (AR) (since 15 Feb 2023)
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Jack Blair
IRN JXB00256
- (1924)CF1 Director (AR) (8 Dec 2020 to 4 Oct 2025)
- (1923)Appointed representative dealing with clients for which they require qualification (8 Dec 2020 to 4 Oct 2025)
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: (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)