Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
No.2 Methuen ParkChippenhamWiltshireSN14 0GBUNITED KINGDOM- Phone
- +443303030237
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Complaints Contact
3700Birmingham Business ParkBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +4401217671139
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Credit Score Services
Show 1 limitation Hide limitations
- · 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.
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David Hindle
IRN DXH00223
- (885)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Sep 2025)
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David Humphrey
IRN DXH00225
- (1777)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2021)
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David James Leary
IRN DJL00045
- (2008)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2007)21. Advising or arranging (bringing about) equity release transactions
- (2010)CF1 Director (AR) (since 21 Apr 2026)
- (2009)Appointed representative dealing with clients for which they require qualification (since 25 Jan 2024)
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David James Lister
IRN DJL00038
- (130)CF1 Director (AR) (25 Jun 2010 to 25 Aug 2010)
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David Jarmey
IRN DXJ01326
- (1736)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1737)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1738)CF1 Director (AR) (since 29 Mar 2011)
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David John Carnell
IRN DJC00162
- (330)CF1 Director (AR) (25 Apr 2013 to 17 Sep 2021)
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David John Jackson
IRN DJJ01084
- (69)CF1 Director (AR) (since 10 May 2010)
- (456)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Feb 2022)
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David John Roberts
IRN DJR00065
- (2086)CF1 Director (AR) (10 May 2010 to 15 Jun 2010)
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David John Stephen Vertannes
IRN DJV01036
- (433)CF1 Director (AR) (4 Oct 2019 to 11 Feb 2021)
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David John Walsh
IRN DXW24569
- (2677)SMF5 Head of Internal Audit (since 5 May 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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New Capital Finance Ltd (no longer appointed)
FRN 464728 · Appointed 10 May 2010 · Until 11 Oct 2011
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Castle Wealth Management (no longer appointed)
FRN 430370 · Appointed 10 May 2010 · Until 17 Jun 2010
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Norman Bissett & Associates (no longer appointed)
FRN 162117 · Appointed 10 May 2010 · Until 29 Jul 2011
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North East Financial Services Ltd (no longer appointed)
FRN 437314 · Appointed 10 May 2010 · Until 21 Jun 2025
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Carol Mitchell Financial Services Limited (no longer appointed)
FRN 458887 · Appointed 10 May 2010 · Until 1 Mar 2026
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Nutgrove Mortgage Services (no longer appointed)
FRN 434506 · Appointed 10 May 2010 · Until 3 May 2011
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C.T.A. Financial Solutions Limited (no longer appointed)
FRN 411397 · Appointed 10 May 2010 · Until 2 Mar 2012
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Goodfellows Insurance Services
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trading name added: Frosts Insurance Services
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trading name added: First2Protect Insurance Services
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trading name added: First2Protect
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trading name added: Dezrez Insurance Services
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trading name added: Davis Tate Insurance Services
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trading name added: First Complete Ltd
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trading name added: LSL Corporate Client Department
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trading name added: London & Country Insurance Services
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trading name added: Lawpack Publishing Insurance Services