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 Richard Emery
IRN DXE00194
- (1204)Appointed representative dealing with clients for which they require qualification (14 Jul 2025 to 29 Aug 2025)
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David Robert Turnbull
IRN DRT01063
- (421)Appointed representative dealing with clients for which they require qualification (5 Oct 2021 to 28 Mar 2022)
- (422)CF1 Director (AR) (11 Feb 2019 to 28 Feb 2025)
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David Ross Hegan
IRN DXH21028
- (480)CF1 Director (AR) (28 Sep 2019 to 4 Apr 2022)
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David Schofield
IRN DXS00247
- (243)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (244)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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David Seeley Brown
IRN DSB01091
- (493)CF1 Director (AR) (4 Jan 2011 to 7 Nov 2022)
- (492)CF3 Chief Executive (24 Nov 2008 to 2 May 2012)
- (491)CF8 Apportionment and Oversight (24 Nov 2008 to 31 Mar 2009)
- (490)Responsible for Insurance Mediation (24 Nov 2008 to 2 May 2012)
- (494)CF1 Director (11 Feb 2008 to 2 May 2012)
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David Smith
IRN DXS00250
- (864)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Mar 2021)
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David Smithson
IRN DXS00558
- (1343)Appointed representative dealing with clients for which they require qualification (2 Dec 2021 to 24 Mar 2023)
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David Spencer Sims
IRN DSS01090
- (21)CF4 Partner (AR) (10 May 2010 to 17 Jun 2010)
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David Stewart
IRN DXS01423
- (706)Director of firm who is not a certification employee or a SMF manager (1 May 2025 to 19 Jan 2026)
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David Stewart Liddle
IRN DSL00003
- (2062)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2063)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2064)CF1 Director (AR) (since 29 Jun 2011)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Professional Financial Solutions Ltd (no longer appointed)
FRN 490823 · Appointed 10 May 2010 · Until 14 Feb 2013
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Bold Spirit Financial Services Ltd (no longer appointed)
FRN 519094 · Appointed 10 May 2010 · Until 13 Sep 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