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 Robert Hicking
IRN DRH01117
- (658)CF1 Director (AR) (15 Jun 2016 to 24 Oct 2017)
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Daniel Smithurst
IRN DXS85532
- (1053)Appointed representative dealing with clients for which they require qualification (28 Jun 2022 to 3 Apr 2023)
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Daniel Spencer
IRN DXS00751
- (1243)Appointed representative dealing with clients for which they require qualification (20 Jul 2023 to 7 Aug 2023)
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Daniel Stacey
IRN DXS00300
- (1534)CF1 Director (AR) (26 May 2022 to 30 Apr 2024)
- (1533)Appointed representative dealing with clients for which they require qualification (1 Oct 2021 to 30 Apr 2024)
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Daniel Stuart Cooper
IRN DXC00295
- (2214)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2215)Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- (2216)CF1 Director (AR) (since 14 May 2025)
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Daniel Swarbrooke
IRN DXS00502
- (1402)Appointed representative dealing with clients for which they require qualification (9 Aug 2021 to 13 Jun 2022)
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Daniel Watton
IRN DXW00156
- (1239)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1240)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Daniel Withall
IRN DXW00240
- (1507)Appointed representative dealing with clients for which they require qualification (5 Mar 2021 to 5 Jul 2021)
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Danielle Anthony
IRN DXA00169
- (1465)Appointed representative dealing with clients for which they require qualification (23 Mar 2021 to 25 Mar 2022)
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Danielle Barker
IRN DXB00271
- (2437)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2439)CF1 Director (AR) (since 2 Dec 2021)
- (2438)Appointed representative dealing with clients for which they require qualification (since 9 Dec 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