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.

  • Craig Wilding

    IRN CXW00152

    • 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)
  • Cristie Whitaker

    IRN CXW00151

    • Appointed representative dealing with clients for which they require qualification (27 Mar 2020 to 16 Sep 2020)
  • Cumaraswamy Ananthamohan

    IRN CXA00032

    • CF1 Director (AR) (22 Mar 2017 to 8 Feb 2019)
  • Curtis Jackson

    IRN CXJ00304

    • 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 6 Oct 2025)
  • Curtis Jay

    IRN CXJ00081

    • Appointed representative dealing with clients for which they require qualification (3 Jan 2020 to 17 Sep 2020)
  • Daisy De La Motte

    IRN DXD00251

    • Appointed representative dealing with clients for which they require qualification (18 Jan 2022 to 2 Mar 2023)
  • Daiva Gilbert

    IRN DXG00188

    • 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 18 Feb 2025)
    • CF1 Director (AR) (since 24 Jan 2025)
  • Dale Anthony Seweryn

    IRN DXS00508

    • Appointed representative dealing with clients for which they require qualification (25 Aug 2021 to 18 Oct 2022)
  • Dale Hunter

    IRN DXH00579

    • Appointed representative dealing with clients for which they require qualification (5 Nov 2024 to 26 May 2025)
    • CF1 Director (AR) (25 Oct 2024 to 26 May 2025)
  • Dale Michael Shotton

    IRN DXS00540

    • Appointed representative dealing with clients for which they require qualification (11 Oct 2021 to 24 Mar 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Derick Attwood Ltd (no longer appointed)

    FRN 500648 · Appointed 10 May 2010 · Until 30 Nov 2020

  • William Sanders Financial Ltd (no longer appointed)

    FRN 407363 · Appointed 10 May 2010 · Until 1 Sep 2016

  • William Tannock (no longer appointed)

    FRN 441922 · Appointed 10 May 2010 · Until 15 Jun 2010

  • Derek Yeates (no longer appointed)

    FRN 451324 · Appointed 10 May 2010 · Until 17 Jun 2010

  • Derek K Haines (no longer appointed)

    FRN 460112 · Appointed 10 May 2010 · Until 7 Aug 2015

  • Denis Lentini (no longer appointed)

    FRN 491207 · Appointed 10 May 2010 · Until 24 Sep 2010

  • Yorkshire Mortgages Ltd (no longer appointed)

    FRN 453933 · Appointed 10 May 2010 · Until 5 Jan 2011

  • Deborah Holdsworth (no longer appointed)

    FRN 493076 · Appointed 10 May 2010 · Until 1 Dec 2020

  • David Young (no longer appointed)

    FRN 462337 · Appointed 10 May 2010 · Until 17 Jun 2010

  • David Pringle (no longer appointed)

    FRN 450126 · Appointed 10 May 2010 · Until 17 Jun 2010

Recent activity

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

No changes recorded yet.