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.

Recent activity

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

No changes recorded yet.