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.

  • Joseph Small

    IRN JXS00375

    • Appointed representative dealing with clients for which they require qualification (17 Jan 2020 to 13 Oct 2021)
  • Joseph Wynne

    IRN JXW00289

    • Appointed representative dealing with clients for which they require qualification (21 Dec 2020 to 2 Mar 2023)
  • Joseph Zammit

    IRN JXZ00017

    • Appointed representative dealing with clients for which they require qualification (3 Apr 2020 to 31 Mar 2026)
  • Joshua Baker

    IRN JXB00837

    • Appointed representative dealing with clients for which they require qualification (10 Aug 2021 to 18 Aug 2023)
  • Joshua Beswick

    IRN JXB00385

    • Appointed representative dealing with clients for which they require qualification (11 Dec 2020 to 28 Jun 2024)
  • Joshua Colley

    IRN JXC00378

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 10 Oct 2023)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Joshua Jackson

    IRN JXJ00333

    • Appointed representative dealing with clients for which they require qualification (23 Nov 2023 to 18 Apr 2025)
  • Joshua James Gordon Douglass-Grant

    IRN JXD00229

    • Appointed representative dealing with clients for which they require qualification (6 May 2020 to 31 Mar 2022)
  • Joshua James Marson

    IRN JXM00393

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Nov 2021)
  • Joshua John Williams

    IRN JXW00904

    • 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 31 May 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.