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.

  • Alexander Huggin

    IRN AXH00358

    • 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 13 Jan 2025)
    • CF1 Director (AR) (since 17 Dec 2024)
  • Alexander James Rodgers

    IRN AXR00956

    • 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 30 Jul 2024)
  • Alexander Mort

    IRN AXM00416

    • Appointed representative dealing with clients for which they require qualification (7 Aug 2020 to 18 Oct 2022)
  • Alexander Purdy

    IRN AXP00960

    • 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 2024)
  • Alexander Vaughan-Tift

    IRN AXV00108

    • Appointed representative dealing with clients for which they require qualification (5 Jun 2023 to 25 Jul 2023)
  • Alexandr Soltan

    IRN AXS14992

    • CF1 Director (AR) (9 May 2024 to 28 May 2024)
  • Alexandra Anne Mackenzie

    IRN AXM00890

    • 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 26 Apr 2022)
    • CF1 Director (AR) (since 14 Oct 2021)
  • Alexandra Hoodless

    IRN AXH00273

    • 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)
  • Alexandra Quinn

    IRN AXQ00017

    • 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 2 Mar 2021)
  • Alexandra Waters

    IRN AXW00577

    • 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 27 Apr 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • James Boylan (no longer appointed)

    FRN 529507 · Appointed 12 Aug 2010 · Until 6 Apr 2023

  • James McDaid (no longer appointed)

    FRN 529479 · Appointed 12 Aug 2010 · Until 9 Jul 2014

  • Tracey Gregory (no longer appointed)

    FRN 529392 · Appointed 10 Aug 2010 · Until 10 Mar 2011

  • Mark Windsor (no longer appointed)

    FRN 528418 · Appointed 22 Jul 2010 · Until 30 Dec 2015

  • David Stagg (no longer appointed)

    FRN 528373 · Appointed 22 Jul 2010 · Until 13 Dec 2011

  • Robert Cox (no longer appointed)

    FRN 416262 · Appointed 16 Jul 2010 · Until 17 May 2015

  • Kent Property Solutions Limited (no longer appointed)

    FRN 527924 · Appointed 15 Jul 2010 · Until 19 Feb 2016

  • Vincent Kerr (no longer appointed)

    FRN 523003 · Appointed 15 Jul 2010 · Until 27 Feb 2024

  • Grahame Heatlie (no longer appointed)

    FRN 527789 · Appointed 14 Jul 2010 · Until 19 Aug 2013

  • Trust Mortgages and Financial Services Ltd (no longer appointed)

    FRN 468212 · Appointed 22 Jun 2010 · Until 16 Nov 2012

Recent activity

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

No changes recorded yet.