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 Halliwell
IRN DXH00904
- (609)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (610)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2025)
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Daniel Jacob Holloway
IRN DJH01455
- (1760)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1761)Appointed representative dealing with clients for which they require qualification (since 29 Dec 2020)
- (1762)CF1 Director (AR) (since 13 Nov 2020)
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Daniel James Alexander Wood
IRN DXW00386
- (931)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (932)Appointed representative dealing with clients for which they require qualification (since 19 Jan 2026)
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Daniel James Man Hindmarsh
IRN DXH00279
- (2063)Appointed representative dealing with clients for which they require qualification (8 Dec 2023 to 1 Jan 2026)
- (2064)CF1 Director (AR) (10 Nov 2023 to 1 Jan 2026)
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Daniel James White
IRN DXW00342
- (977)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (978)Appointed representative dealing with clients for which they require qualification (since 8 Mar 2024)
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Daniel Joseph Millington
IRN DXM00878
- (753)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (754)Appointed representative dealing with clients for which they require qualification (since 27 May 2025)
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Daniel Lee Jones
IRN DXJ00068
- (2487)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2488)Appointed representative dealing with clients for which they require qualification (since 12 Feb 2024)
- (2489)CF1 Director (AR) (since 19 Jan 2024)
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Daniel Loynds
IRN DXL00336
- (811)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (812)Appointed representative dealing with clients for which they require qualification (since 22 Aug 2022)
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Daniel Macdonald
IRN DXM00269
- (2322)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2324)CF1 Director (AR) (since 12 May 2023)
- (2323)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1879)SMF3 (AR) Executive Director function (1 Jun 2022 to 15 May 2023)
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Daniel Martin
IRN DXM00259
- (946)Appointed representative dealing with clients for which they require qualification (10 Feb 2020 to 23 Sep 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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