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.

  • Charlotte Emma Osgerby

    IRN CXO00034

    • 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 11 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (18 Jun 2021 to 18 Sep 2023)
  • Charlotte Gardner

    IRN CXG00481

    • Appointed representative dealing with clients for which they require qualification (20 Sep 2023 to 1 May 2024)
  • Charlotte Lucy Ferrier

    IRN CLF01056

    • 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 Apr 2025)
  • Charlotte Massey

    IRN CXJ00080

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Feb 2025)
  • Charlotte Morley

    IRN CXM00220

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2025)
  • Charlotte Robinson

    IRN CXR00034

    • Appointed representative dealing with clients for which they require qualification (19 Feb 2021 to 1 May 2022)
    • CF1 Director (AR) (17 Feb 2021 to 1 May 2022)
  • Charlotte Tierney

    IRN CGT00009

    • CF1 Director (AR) (16 Jan 2014 to 14 Aug 2023)
  • Charlotte Tollitt

    IRN CXT01633

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 3 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (since 14 Jul 2025)
  • Chauntelle Wright

    IRN CXW00394

    • Appointed representative dealing with clients for which they require qualification (11 Feb 2022 to 13 May 2022)
  • Chelsey Anne Margaret English

    IRN CXE00058

    • Appointed representative dealing with clients for which they require qualification (18 Aug 2022 to 13 Dec 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • If Only Ltd (no longer appointed)

    FRN 537708 · Appointed 15 Dec 2010 · Until 21 Jan 2014

  • Geoffrey Snaith (no longer appointed)

    FRN 536049 · Appointed 17 Nov 2010 · Until 31 Dec 2010

  • Nicola Firth (no longer appointed)

    FRN 534388 · Appointed 26 Oct 2010 · Until 21 Jan 2016

  • Ark Fiscal Solutions Ltd (no longer appointed)

    FRN 533374 · Appointed 12 Oct 2010 · Until 4 May 2016

  • John McCrystal (no longer appointed)

    FRN 531064 · Appointed 3 Sep 2010 · Until 25 Aug 2012

  • Doncaster Financial Advice Centre Ltd (no longer appointed)

    FRN 195678 · Appointed 26 Aug 2010 · Until 8 Mar 2018

  • Damien McLaughlin (no longer appointed)

    FRN 529970 · Appointed 18 Aug 2010 · Until 11 Mar 2025

  • Davis Kernohan (no longer appointed)

    FRN 529969 · Appointed 18 Aug 2010 · Until 16 Oct 2021

  • Andrew Morrison (no longer appointed)

    FRN 529996 · Appointed 18 Aug 2010 · Until 18 Oct 2023

  • Margaret McIvor (no longer appointed)

    FRN 529947 · Appointed 18 Aug 2010 · Until 1 Jul 2021

Recent activity

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

No changes recorded yet.