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 ParkBirminghamWest 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 Retail (Non-Investment Insurance), Commercial, 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 Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Stockbroking
For Retail (Non-Investment Insurance), Commercial, 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 Retail (Non-Investment Insurance), Commercial, 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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Ellen Varney
IRN EXV46315
- (2570)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2571)Appointed representative dealing with clients for which they require qualification (since 1 Apr 2020)
- (2572)CF1 Director (AR) (since 17 Mar 2020)
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Ellena Newman
IRN EXR01160
- (1422)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1423)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ellie Robinson
IRN EXR00037
- (1003)Appointed representative dealing with clients for which they require qualification (30 Oct 2023 to 29 Dec 2023)
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Ellie-Lee Angus
IRN EXA00258
- (607)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (608)Appointed representative dealing with clients for which they require qualification (since 7 Apr 2025)
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Elliott Valentine
IRN EXV00010
- (1928)Appointed representative dealing with clients for which they require qualification (10 Jan 2020 to 26 Oct 2020)
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Elliott William Thompson
IRN EXT00038
- (896)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Apr 2023)
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Elzbieta Pietrzak
IRN EXP00041
- (2135)Appointed representative dealing with clients for which they require qualification (22 Jan 2021 to 5 Sep 2025)
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Elzbieta Tokarz
IRN EXT24229
- (2008)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
- (1029)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
- (943)Appointed representative dealing with clients for which they require qualification (20 Apr 2021 to 30 Aug 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Monarch Intercounty Limited (no longer appointed)
FRN 524026 · Appointed 17 May 2010 · Until 28 Jul 2011
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North Somerset Estate Agents Limited (no longer appointed)
FRN 524052 · Appointed 17 May 2010 · Until 11 Mar 2020
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Premier Mortgages & Protection Ltd (no longer appointed)
FRN 445359 · Appointed 10 May 2010 · Until 1 Jun 2011
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Edward Brook Financial Associates Ltd (no longer appointed)
FRN 481294 · Appointed 10 May 2010 · Until 12 Jun 2015
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Finance WestCountry Limited (no longer appointed)
FRN 503003 · Appointed 10 May 2010 · Until 17 Jun 2010
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First Choice Finance Scotland Ltd (no longer appointed)
FRN 483483 · Appointed 10 May 2010 · Until 10 Jan 2019
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Goodfellows Insurance Services
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trading name added: Frosts Insurance Services
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trading name added: First2Protect Insurance Services
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trading name added: First2Protect
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trading name added: Dezrez Insurance Services
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trading name added: Davis Tate Insurance Services
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trading name added: First Complete Ltd
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trading name added: LSL Corporate Client Department
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trading name added: London & Country Insurance Services
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trading name added: Lawpack Publishing Insurance Services