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 Burns
IRN DXB01540
- (146)CF1 Director (AR) (since 20 Feb 2023)
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David Cairns
IRN DXC00445
- (1369)Appointed representative dealing with clients for which they require qualification (28 Sep 2021 to 29 Oct 2021)
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David Charles Jacobs
IRN DCJ00002
- (486)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (487)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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David Charles White
IRN DXW00434
- (1326)Appointed representative dealing with clients for which they require qualification (8 Feb 2022 to 16 Dec 2022)
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David Charles Willis
IRN DCW01112
- (2048)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Nov 2023)
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David Christopher Wears
IRN DXW00207
- (1553)Appointed representative dealing with clients for which they require qualification (16 Apr 2024 to 18 Jun 2024)
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David Cornford
IRN DXC02629
- (2636)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2637)Appointed representative dealing with clients for which they require qualification (since 3 Oct 2023)
- (2638)CF1 Director (AR) (since 26 Sep 2023)
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David Craig Elliott
IRN DCE00002
- (2031)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2030)21. Advising or arranging (bringing about) equity release transactions
- (2032)Appointed representative dealing with clients for which they require qualification (since 6 Oct 2025)
- (2033)CF1 Director (AR) (since 10 Sep 2025)
- (1972)Appointed representative dealing with clients for which they require qualification (30 Jul 2021 to 7 Aug 2023)
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David Daniels
IRN DXD00093
- (2108)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jul 2021)
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David Dewhurst
IRN DXD00122
- (273)CF1 Director (AR) (30 Mar 2021 to 29 Feb 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ash Hill Financial Services Ltd (no longer appointed)
FRN 480067 · Appointed 10 May 2010 · Until 28 Jun 2013
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Southville Mortgage Centre (no longer appointed)
FRN 452293 · Appointed 10 May 2010 · Until 31 Jan 2014
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Sterling UK Mortgages & Loans Ltd (no longer appointed)
FRN 461291 · Appointed 10 May 2010 · Until 1 Jan 2011
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