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.

  • Julia Kent

    IRN JMC01367

    • 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 24 Aug 2011)
  • Julia Linda Swanton

    IRN JLS00035

    • 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)
  • Julian Amyes

    IRN AXJ01834

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2021)
  • Julian Christopher Birkby Bentley

    IRN JCB00086

    • CF4 Partner (AR) (10 May 2010 to 11 Oct 2012)
  • Julian Greenhalgh

    IRN JXG02367

    • CF1 Director (AR) (since 14 Jun 2017)
  • Julianne Daisy Wallis

    IRN JXW00738

    • Appointed representative dealing with clients for which they require qualification (20 Jul 2022 to 31 Mar 2026)
  • Julie Ann Williams

    IRN JAW01313

    • 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 Aug 2021)
    • CF1 Director (AR) (since 10 Jun 2021)
  • Julie Ayton

    IRN JXA00169

    • Appointed representative dealing with clients for which they require qualification (15 Jul 2021 to 16 Dec 2022)
  • Julie Bassi

    IRN JXB00286

    • CF1 Director (AR) (18 Dec 2020 to 7 Aug 2025)
  • Julie Cromie

    IRN JXC00376

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2024)

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.