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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Daniel May
IRN DXM00652
- (1333)Appointed representative dealing with clients for which they require qualification (21 Jan 2022 to 18 Apr 2025)
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Daniel McGregor
IRN DXM00267
- (1953)Appointed representative dealing with clients for which they require qualification (27 Mar 2020 to 6 Apr 2022)
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Daniel Michael Johnson
IRN DXJ00109
- (1056)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1057)Appointed representative dealing with clients for which they require qualification (since 27 Nov 2023)
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Daniel Michael Kenna
IRN DXK00147
- (998)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (999)Appointed representative dealing with clients for which they require qualification (since 4 Apr 2025)
- (1464)Appointed representative dealing with clients for which they require qualification (7 Mar 2022 to 30 Sep 2024)
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Daniel Peter Hall
IRN DXH00445
- (1408)Appointed representative dealing with clients for which they require qualification (11 Jul 2022 to 27 Sep 2022)
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Daniel Philip Williams
IRN DXW00256
- (1491)Appointed representative dealing with clients for which they require qualification (12 Nov 2021 to 24 May 2024)
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Daniel Porter
IRN DXP00135
- (2178)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Sep 2020)
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Daniel Reece George Gibson
IRN DXG00340
- (2135)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2137)CF1 Director (AR) (since 26 Jul 2023)
- (2136)Appointed representative dealing with clients for which they require qualification (since 5 Apr 2022)
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Daniel Richard Mumford
IRN DRM01123
- (1927)CF1 Director (AR) (since 27 Mar 2025)
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Daniel Richard Waddington
IRN DRW01162
- (2210)CF1 Director (AR) (12 Aug 2011 to 13 May 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Stuart & Stuart Mortgages Limited (no longer appointed)
FRN 413947 · Appointed 10 May 2010 · Until 24 Jun 2011
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Surrey Financial Consultants Ltd (no longer appointed)
FRN 215565 · Appointed 10 May 2010 · Until 14 Sep 2017
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The Affinity Partnership Ltd (no longer appointed)
FRN 519080 · Appointed 10 May 2010 · Until 17 Apr 2012
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The Broker Team Limited (no longer appointed)
FRN 518736 · Appointed 10 May 2010 · Until 19 Dec 2010
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The Davidson Green Partnership (no longer appointed)
FRN 191641 · Appointed 10 May 2010 · Until 10 Jan 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