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.

  • Jonathan Pearson Round

    IRN JPR01117

    • Director of firm who is not a certification employee or a SMF manager (1 Mar 2024 to 28 Feb 2026)
    • SMF1 Chief Executive (9 Dec 2019 to 23 Feb 2024)
    • SMF3 Executive Director (9 Dec 2019 to 23 Feb 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 8 Feb 2019)
    • CF1 Director (AR) (16 May 2018 to 12 Apr 2023)
    • CF3 Chief Executive (6 Mar 2015 to 8 Dec 2019)
    • Responsible for Insurance Mediation (28 Jun 2013 to 30 Sep 2018)
    • CF1 Director (17 Aug 2012 to 8 Dec 2019)
    • CF29 Significant management (1 Nov 2007 to 3 Aug 2012)
    • CF17 Significant Mgt (Other Business Operations) (30 Jun 2006 to 31 Oct 2007)
  • Jonathan Robert Baker

    IRN JXB00387

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Nov 2020)
  • Jonathan Samuel Thomas McCombe

    IRN JSM00060

    • CF4 Partner (AR) (10 May 2010 to 6 Dec 2011)
  • Jonathan Sizer

    IRN JXS00370

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Mar 2022)
  • Jonathan Strachan Holmes

    IRN JXH00347

    • 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 7 Apr 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Aug 2020)
  • Jonathan Williamson

    IRN JXW00208

    • 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 16 Oct 2023)
    • CF1 Director (AR) (since 2 Oct 2023)
  • Jonathon Warwick Bister

    IRN JWS00010

    • 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)
    • CF1 Director (AR) (since 25 Apr 2013)
  • Jordan Dallas

    IRN JXD00225

    • 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)
  • Jordan Ettridge

    IRN JXE00090

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2022)
  • Jordan Gatting

    IRN JXG00705

    • CF1 Director (AR) (9 Nov 2023 to 18 Dec 2024)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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