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.

  • Elzbieta Tokarz

    IRN EXT24229

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Feb 2020)
  • Emily Charlotte Procter

    IRN EXP00022

    • Appointed representative dealing with clients for which they require qualification (29 Mar 2022 to 20 Jul 2023)
  • Emily Cook

    IRN EXC00077

    • Appointed representative dealing with clients for which they require qualification (20 Apr 2021 to 30 Aug 2024)
  • Emily Gidman

    IRN EXG00045

    • Appointed representative dealing with clients for which they require qualification (21 Dec 2020 to 22 Jan 2021)
  • Emily Jane Carey

    IRN EXC00187

    • CF1 Director (AR) (29 Dec 2021 to 7 Apr 2026)
  • Emily Jane Macdonald

    IRN EXM00379

    • 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 28 Nov 2025)
  • Emily Kiteley

    IRN EXP00040

    • Appointed representative dealing with clients for which they require qualification (24 Aug 2020 to 2 Mar 2021)
  • Emily Louise Hankin

    IRN EXH00258

    • Appointed representative dealing with clients for which they require qualification (23 Mar 2023 to 25 Sep 2023)
  • Emily Orrell

    IRN EXO00142

    • 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 19 Jan 2026)
  • Emily Rose Dawson

    IRN EXW00120

    • Appointed representative dealing with clients for which they require qualification (30 Sep 2022 to 31 Dec 2025)

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.