Date authorised
1 April 2013
Companies House
05416236
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    No.2 Methuen Park
    Chippenham
    Wiltshire
    SN14 0GB
    UNITED KINGDOM
    Phone
    +443303030237
  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +4401217671139

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · 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.

  • David John Jackson

    IRN DJJ01084

    • CF1 Director (AR) (since 10 May 2010)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Feb 2022)
  • David John Roberts

    IRN DJR00065

    • CF1 Director (AR) (10 May 2010 to 15 Jun 2010)
  • David John Stephen Vertannes

    IRN DJV01036

    • CF1 Director (AR) (18 Jan 2022 to 23 May 2023)
  • David John Walsh

    IRN DXW24569

    • SMF5 Head of Internal Audit (since 5 May 2020)
  • David John Wood

    IRN DJW00013

    • CF1 Director (AR) (1 Jun 2023 to 3 Apr 2024)
  • David Julian Newnes

    IRN DJN01069

    • CF1 Director (AR) (5 Jan 2011 to 9 Jul 2015)
    • CF1 Director (14 Oct 2005 to 2 May 2012)
  • David Keith Bonser

    IRN DKB00018

    • CF1 Director (AR) (16 Jan 2014 to 31 May 2014)
  • David Lee

    IRN DXL00051

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 10 May 2010)
  • David Locke

    IRN DXL01783

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Jan 2025)
    • CF1 Director (AR) (1 Nov 2016 to 26 Jan 2025)
  • David Marcus Tatnall

    IRN DMT00027

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jun 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.