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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Lee Stewart Blackshaw
IRN LSB01054
- (126)CF1 Director (AR) (14 Jul 2015 to 30 Apr 2018)
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Lee Thomas Schneider
IRN LXS00131
- (1300)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1301)Appointed representative dealing with clients for which they require qualification (since 16 Jun 2025)
- (1820)Appointed representative dealing with clients for which they require qualification (31 Jul 2020 to 16 Dec 2022)
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Lee Wilson
IRN LXW00087
- (2339)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2341)CF1 Director (AR) (since 19 May 2025)
- (2340)Appointed representative dealing with clients for which they require qualification (since 4 Dec 2020)
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Lee-Anne Wilson
IRN LXW00269
- (1283)Appointed representative dealing with clients for which they require qualification (12 May 2022 to 30 Nov 2022)
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Leigh Herring
IRN LXH00136
- (2328)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2329)Appointed representative dealing with clients for which they require qualification (since 2 May 2023)
- (2330)CF1 Director (AR) (since 18 Apr 2023)
- (1910)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Feb 2021)
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Leo-Kennedy Azodoh
IRN LXA00060
- (1398)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1399)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Leon Anthony Semper
IRN LXS00166
- (2286)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2287)Appointed representative dealing with clients for which they require qualification (since 27 Dec 2023)
- (2288)CF1 Director (AR) (since 30 Oct 2023)
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Leon Osie Francis
IRN LXF00043
- (1611)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Feb 2020)
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Leon Renwick
IRN LXR01492
- (1183)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Sep 2021)
- (1184)CF1 Director (AR) (5 May 2018 to 18 Sep 2021)
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Leon Twist
IRN LXT32374
- (507)CF1 Director (AR) (26 Feb 2020 to 7 Apr 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ed Davey Mortgage Services Limited
FRN 802420 · Appointed 21 Feb 2018
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DG Mortgages Ltd
FRN 798224 · Appointed 9 Jan 2018
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Spectrum Mortgages and Protection Ltd
FRN 796211 · Appointed 11 Dec 2017
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Errington Stanley Mortgages Ltd
FRN 794800 · Appointed 22 Nov 2017
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Insurance First Brokers Limited
FRN 164785 · Appointed 6 Nov 2017
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Christopher George Lyons
FRN 789564 · Appointed 22 Sep 2017
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Elementary Mortgage Solutions Ltd
FRN 789284 · Appointed 19 Sep 2017
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Balwant Khaira
FRN 562617 · Appointed 14 Aug 2017
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Altogether Financial Solutions Ltd
FRN 489352 · Appointed 3 Aug 2017
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Fulcrum Financial Ltd
FRN 784766 · Appointed 21 Jul 2017
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