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.

  • Andrew Brakewell

    IRN AXB00424

    • 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)
  • Andrew Charles

    IRN AJC01398

    • CF1 Director (AR) (10 May 2010 to 1 Sep 2010)
  • Andrew Clive Major Oulsnam

    IRN ACO00004

    • CF1 Director (AR) (10 May 2010 to 17 Jun 2010)
  • Andrew Dalglish Scott

    IRN ADS00010

    • 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)
  • Andrew David Mohun-Smith

    IRN ADM01174

    • CF1 Director (14 Oct 2005 to 31 Dec 2006)
  • Andrew Dawber

    IRN AXD00222

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2021)
  • Andrew Dolphin

    IRN AXD00218

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 15 Mar 2021)
    • Appointed representative dealing with clients for which they require qualification (since 30 Mar 2020)
  • Andrew Dougal

    IRN AXD00219

    • 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)
  • Andrew Duncan Black

    IRN ADB00032

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Apr 2021)
  • Andrew Farmer

    IRN AXF01261

    • CF1 Director (AR) (29 Nov 2011 to 2 Oct 2017)
    • CF4 Partner (AR) (10 May 2010 to 22 Nov 2011)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Heron Financial Limited (no longer appointed)

    FRN 566807 · Appointed 18 Oct 2011 · Until 18 Oct 2022

  • Michael Wanless (no longer appointed)

    FRN 566644 · Appointed 14 Oct 2011 · Until 26 Apr 2012

  • Graeme Cumberland (no longer appointed)

    FRN 455419 · Appointed 11 Oct 2011 · Until 28 Jan 2016

  • Timothy John O'Dea (no longer appointed)

    FRN 564766 · Appointed 19 Sep 2011 · Until 19 Mar 2012

  • Edward Stokes (no longer appointed)

    FRN 515012 · Appointed 12 Sep 2011 · Until 12 Mar 2012

  • David Price (no longer appointed)

    FRN 562291 · Appointed 16 Aug 2011 · Until 2 Apr 2014

  • Future Protection Services (London) Ltd (no longer appointed)

    FRN 561979 · Appointed 11 Aug 2011 · Until 17 Jun 2014

  • ASK Assured Ltd (no longer appointed)

    FRN 561995 · Appointed 11 Aug 2011 · Until 6 Jun 2019

  • Ian Cooper (no longer appointed)

    FRN 561861 · Appointed 10 Aug 2011 · Until 24 May 2016

  • Ian Thompson (no longer appointed)

    FRN 561876 · Appointed 10 Aug 2011 · Until 26 Jan 2021

Recent activity

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

No changes recorded yet.