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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Ian Leyden
IRN IXL00018
- (1939)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Oct 2021)
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Ian Loynds
IRN IXL01167
- (1892)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Aug 2021)
- (1893)CF1 Director (AR) (28 Mar 2014 to 5 Aug 2021)
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Ian Macadam
IRN IXM00089
- (1712)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2020)
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Ian McKinnon
IRN IXM01325
- (1802)21. Advising or arranging (bringing about) equity release transactions
- (1803)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1805)CF1 Director (AR) (since 8 Sep 2022)
- (1804)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ian Mcfarlane
IRN IXM00087
- (2345)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2347)CF1 Director (AR) (since 3 May 2022)
- (2346)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ian Mckay
IRN IXM00085
- (1304)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1305)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ian Megee
IRN IXM00086
- (1776)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2021)
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Ian Michael Bush
IRN IMB00006
- (80)CF1 Director (AR) (since 27 Feb 2016)
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Ian Michael Smith
IRN IMS00013
- (99)CF1 Director (AR) (10 May 2010 to 21 May 2012)
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Ian Milsted
IRN IXM00084
- (1434)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1435)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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White Bridge Financials Ltd (no longer appointed)
FRN 659010 · Appointed 9 Dec 2014 · Until 7 Jul 2019
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Strathon Park Financial Limited (no longer appointed)
FRN 658002 · Appointed 4 Dec 2014 · Until 19 Feb 2019
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Bespoke Financial (North West) Limited (no longer appointed)
FRN 652534 · Appointed 31 Oct 2014 · Until 25 May 2021
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Michael Chandler Mortgages Ltd (no longer appointed)
FRN 652541 · Appointed 31 Oct 2014 · Until 15 Nov 2023
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Black Swan Financial Services Ltd (no longer appointed)
FRN 651982 · Appointed 28 Oct 2014 · Until 19 Nov 2018
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Tycho Financial Solutions Ltd (no longer appointed)
FRN 646997 · Appointed 19 Sep 2014 · Until 27 Apr 2015
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Property One Financial Services Ltd (no longer appointed)
FRN 646587 · Appointed 15 Sep 2014 · Until 1 Dec 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