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.
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2640)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2639)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2638)CF1 Director (AR)
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controlled function added: (2637)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2636)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2635)CF1 Director (AR)
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controlled function added: (2634)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2633)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2632)CF1 Director (AR)
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controlled function added: (2631)Appointed representative dealing with clients for which they require qualification