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 Dunn
IRN DXD00078
- (259)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (260)Appointed representative dealing with clients for which they require qualification (since 30 Jan 2026)
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David Ellison
IRN DXE00055
- (237)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (238)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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David Eric Dean
IRN DED01033
- (577)CF1 Director (AR) (5 Jul 2010 to 4 Apr 2012)
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David Forrest
IRN DXF01407
- (1751)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1752)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1753)CF1 Director (AR) (since 1 Feb 2011)
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David Gilmour
IRN DXG00069
- (118)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2020)
- (119)CF1 Director (AR) (16 Jan 2018 to 24 Aug 2018)
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David Gissing
IRN DXG00153
- (1610)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2020)
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David Gordon Sargent
IRN DXS00487
- (2)CF1 Director (AR) (since 23 Oct 2021)
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David Graham Scott
IRN DGS00019
- (470)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (471)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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David Griffiths
IRN DXG00150
- (1404)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1405)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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David Hanby
IRN DXH00948
- (569)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (570)Appointed representative dealing with clients for which they require qualification (since 11 Aug 2025)
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