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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Lisa Hughes
IRN LXH01648
- (1599)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1600)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1601)CF1 Director (AR) (since 11 Jul 2017)
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Lisa Jane Hurley
IRN LJH01115
- (101)CF28 Systems and controls (19 Apr 2012 to 16 May 2014)
- (102)CF1 Director (19 Apr 2012 to 9 Mar 2017)
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Lisa Mary McGarrell
IRN LXM00191
- (1526)Appointed representative dealing with clients for which they require qualification (9 Aug 2021 to 14 Oct 2022)
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Lisa Paul
IRN LXP00176
- (983)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (984)Appointed representative dealing with clients for which they require qualification (since 8 Mar 2024)
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Lisa Payne
IRN LXP73798
- (2550)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2551)Appointed representative dealing with clients for which they require qualification (since 23 Apr 2020)
- (2552)CF1 Director (AR) (since 15 Apr 2020)
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Lisa White
IRN LXW00088
- (165)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jan 2020)
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Lisa Williams
IRN LXW00289
- (323)CF1 Director (AR) (28 Jul 2022 to 8 Jan 2024)
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Llewellyn Prudent
IRN LXP00093
- (2092)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Oct 2024)
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Lloyd Alexander Magee
IRN LAM01129
- (1889)CF1 Director (AR) (16 Oct 2025 to 26 Feb 2026)
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Lloyd Spencer
IRN LXS01391
- (191)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (192)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.
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Just Now Financial Services Ltd
FRN 937060 · Appointed 26 Oct 2020
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KC Mortgages Ltd
FRN 936738 · Appointed 20 Oct 2020
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Bee Mortgage Wise Ltd
FRN 935834 · Appointed 8 Oct 2020
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Marlwood Financial Group Ltd
FRN 935885 · Appointed 8 Oct 2020
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Aberhelp Ltd
FRN 925909 · Appointed 14 Sep 2020
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Athena Mortgages Ltd
FRN 933788 · Appointed 9 Sep 2020
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Kevin Mahoney
FRN 933510 · Appointed 4 Sep 2020
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Mortgage My Homes Limited
FRN 933057 · Appointed 27 Aug 2020
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Davis & Co Financial Solutions Ltd
FRN 932576 · Appointed 21 Aug 2020
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GB Financial Services Limited
FRN 932137 · Appointed 17 Aug 2020
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