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 ParkParksideBirminghamWest 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 Commercial, Retail (Non-Investment Insurance), 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 Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Stockbroking
For Commercial, Retail (Non-Investment Insurance), 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 Commercial, Retail (Non-Investment Insurance), 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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Elzbieta Tokarz
IRN EXT24229
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Feb 2020)
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Emily Charlotte Procter
IRN EXP00022
- Appointed representative dealing with clients for which they require qualification (29 Mar 2022 to 20 Jul 2023)
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Emily Cook
IRN EXC00077
- Appointed representative dealing with clients for which they require qualification (20 Apr 2021 to 30 Aug 2024)
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Emily Gidman
IRN EXG00045
- Appointed representative dealing with clients for which they require qualification (21 Dec 2020 to 22 Jan 2021)
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Emily Jane Carey
IRN EXC00187
- CF1 Director (AR) (29 Dec 2021 to 7 Apr 2026)
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Emily Jane Macdonald
IRN EXM00379
- 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 28 Nov 2025)
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Emily Kiteley
IRN EXP00040
- Appointed representative dealing with clients for which they require qualification (24 Aug 2020 to 2 Mar 2021)
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Emily Louise Hankin
IRN EXH00258
- Appointed representative dealing with clients for which they require qualification (23 Mar 2023 to 25 Sep 2023)
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Emily Orrell
IRN EXO00142
- 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 19 Jan 2026)
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Emily Rose Dawson
IRN EXW00120
- Appointed representative dealing with clients for which they require qualification (30 Sep 2022 to 31 Dec 2025)
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.