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 John Wood
IRN DJW00013
- (397)CF1 Director (AR) (1 Jun 2023 to 3 Apr 2024)
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David Julian Newnes
IRN DJN01069
- (201)CF1 Director (AR) (5 Jan 2011 to 9 Jul 2015)
- (202)CF1 Director (14 Oct 2005 to 2 May 2012)
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David Keith Bonser
IRN DKB00018
- (121)CF1 Director (AR) (16 Jan 2014 to 31 May 2014)
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David Lee
IRN DXL00051
- (2012)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2013)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2014)CF1 Director (AR) (since 10 May 2010)
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David Locke
IRN DXL01783
- (535)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Jan 2025)
- (536)CF1 Director (AR) (1 Nov 2016 to 26 Jan 2025)
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David Marcus Tatnall
IRN DMT00027
- (740)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jun 2023)
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David Martin Lewis
IRN DML01095
- (97)CF1 Director (AR) (10 May 2010 to 8 Mar 2011)
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David Matthew Higgins
IRN DXH00200
- (987)Appointed representative dealing with clients for which they require qualification (15 Apr 2021 to 5 Mar 2022)
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David Maughan
IRN DXM13554
- (2603)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2604)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2605)CF1 Director (AR) (since 6 Apr 2019)
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David Meredith
IRN DXM00352
- (1522)Appointed representative dealing with clients for which they require qualification (25 Mar 2021 to 26 Mar 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Robinsons Darlington LLP (no longer appointed)
FRN 452612 · Appointed 10 May 2010 · Until 4 Dec 2019
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Roseberry Mortgage Solutions Ltd (no longer appointed)
FRN 455728 · Appointed 10 May 2010 · Until 29 Apr 2011
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Benson Grays Associates Ltd (no longer appointed)
FRN 449354 · Appointed 10 May 2010 · Until 15 Jun 2021
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Schofields Insurance Services Ltd (no longer appointed)
FRN 517632 · Appointed 10 May 2010 · Until 3 Aug 2010
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ScS First For Mortgages (no longer appointed)
FRN 479936 · Appointed 10 May 2010 · Until 28 Sep 2010
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Simon Alexander Marzell (no longer appointed)
FRN 435370 · Appointed 10 May 2010 · Until 18 Jun 2013
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