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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James Lawrence Poore
IRN JXP02039
- (2127)CF1 Director (AR) (6 Jan 2014 to 5 Nov 2016)
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James Lennox
IRN JXL00199
- (2106)Appointed representative dealing with clients for which they require qualification (1 Mar 2021 to 19 Dec 2025)
- (2107)CF1 Director (AR) (19 Feb 2021 to 19 Dec 2025)
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James Livermore
IRN JXL02152
- (541)CF1 Director (AR) (10 Dec 2015 to 21 Dec 2017)
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James Matthew Alan Brown
IRN JXB00386
- (2102)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2020)
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James Matthew Berkshire
IRN JXB00497
- (1509)Appointed representative dealing with clients for which they require qualification (4 Oct 2022 to 7 Jun 2024)
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James Matthew Evans
IRN JXE00209
- (825)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (826)Appointed representative dealing with clients for which they require qualification (since 12 Aug 2024)
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James Matthew Morrison
IRN JXM00392
- (1903)Appointed representative dealing with clients for which they require qualification (6 Mar 2024 to 29 Nov 2024)
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James Matthew Smyth
IRN JMS00011
- (1962)CF1 Director (AR) (3 Oct 2017 to 7 Jan 2025)
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James McCallum
IRN JXM00160
- (649)Appointed representative dealing with clients for which they require qualification (6 Aug 2021 to 7 Feb 2022)
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James McGowan
IRN JXM00390
- (1954)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Aug 2021)
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