Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
No.2 Methuen ParkChippenhamWiltshireSN14 0GBUNITED KINGDOM- Phone
- +443303030237
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
Equity Release Advice
For Customer, Home reversion plans
-
Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
Show 1 limitation Hide limitations
- · 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 Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Credit Brokering
-
Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Debt Advice
Show 1 limitation Hide limitations
- · 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 Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
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.
-
David Michael Barber
IRN DMB01215
- (1789)CF1 Director (AR) (since 24 Nov 2023)
-
David Michael Driscoll
IRN DMD01057
- (1846)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1847)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1848)CF1 Director (AR) (since 24 Mar 2011)
- (2140)CF1 Director (AR) (10 May 2010 to 21 Jun 2010)
-
David Mills
IRN DXM01917
- (110)CF1 Director (AR) (6 Jan 2011 to 18 Apr 2012)
-
David Pavitt
IRN DXP02341
- (53)CF1 Director (AR) (since 23 Aug 2018)
-
David Peat
IRN DXP00145
- (1802)Appointed representative dealing with clients for which they require qualification (2 Nov 2020 to 27 Aug 2021)
-
David Pendry
IRN DXP00150
- (1264)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1265)Appointed representative dealing with clients for which they require qualification (since 4 Jan 2021)
-
David Perpetuini
IRN DXP00534
- (388)CF1 Director (AR) (20 Sep 2023 to 18 Dec 2023)
-
David Pill
IRN DXP00143
- (916)Appointed representative dealing with clients for which they require qualification (24 Jun 2020 to 6 Nov 2024)
-
David Poh
IRN DXP00148
- (1286)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1287)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
David Rhodes
IRN DXR00098
- (13)CF1 Director (AR) (10 May 2010 to 30 Jul 2010)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
New Capital Finance Ltd (no longer appointed)
FRN 464728 · Appointed 10 May 2010 · Until 11 Oct 2011
-
Castle Wealth Management (no longer appointed)
FRN 430370 · Appointed 10 May 2010 · Until 17 Jun 2010
-
Norman Bissett & Associates (no longer appointed)
FRN 162117 · Appointed 10 May 2010 · Until 29 Jul 2011
-
North East Financial Services Ltd (no longer appointed)
FRN 437314 · Appointed 10 May 2010 · Until 21 Jun 2025
-
Carol Mitchell Financial Services Limited (no longer appointed)
FRN 458887 · Appointed 10 May 2010 · Until 1 Mar 2026
-
Nutgrove Mortgage Services (no longer appointed)
FRN 434506 · Appointed 10 May 2010 · Until 3 May 2011
-
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.
-
trading name added: Goodfellows Insurance Services
-
trading name added: Frosts Insurance Services
-
trading name added: First2Protect Insurance Services
-
trading name added: First2Protect
-
trading name added: Dezrez Insurance Services
-
trading name added: Davis Tate Insurance Services
-
trading name added: First Complete Ltd
-
trading name added: LSL Corporate Client Department
-
trading name added: London & Country Insurance Services
-
trading name added: Lawpack Publishing Insurance Services