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.

  • Adrian Keith Neal

    IRN AKN00002

    • 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)
  • Adrian Mark Jay

    IRN AXJ00154

    • Appointed representative dealing with clients for which they require qualification (17 Feb 2023 to 29 Feb 2024)
  • Adrian Russell Holland

    IRN AXH00136

    • CF1 Director (AR) (10 May 2010 to 15 May 2011)
  • Adrian Schnitzer

    IRN AXS00411

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2020)
  • Adrian Stuart Gill

    IRN ASG01058

    • CF1 Director (AR) (20 Nov 2014 to 5 Jan 2017)
  • Adrian Sutcliffe

    IRN AXS04504

    • 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 18 Jul 2016)
  • Adrian Tan

    IRN AXT00035

    • CF1 Director (AR) (8 Oct 2020 to 14 Oct 2021)
  • Aflak Rehman

    IRN AXR02790

    • 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 6 Dec 2016)
  • Agnieszka Malgorzata Moczynska

    IRN AXM03558

    • CF1 Director (AR) (22 Jul 2013 to 30 Jan 2018)
  • Agnieszka Palicka

    IRN AXP00262

    • 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 1 Jul 2024)
    • CF1 Director (AR) (since 8 Jun 2024)
    • Appointed representative dealing with clients for which they require qualification (1 Aug 2022 to 22 Nov 2022)

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.