Date authorised
1 April 2013
Companies House
05416236
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    No.2 Methuen Park
    Chippenham
    Wiltshire
    SN14 0GB
    UNITED KINGDOM
    Phone
    +443303030237
  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +4401217671139

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · 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.

  • Jordan Gregory

    IRN JXG00188

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Aug 2023)
  • Jordan Moffat

    IRN JXM00385

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Feb 2022)
  • Jordan Moule

    IRN JXM14688

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 8 May 2019)
  • Jordan Roundhill

    IRN JXR77597

    • Appointed representative dealing with clients for which they require qualification (23 Jul 2020 to 22 Dec 2022)
    • CF1 Director (AR) (22 Jul 2020 to 22 Dec 2022)
  • Jordan Sanders

    IRN JXS03563

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2022)
    • CF1 Director (AR) (15 Apr 2016 to 28 Jun 2024)
  • Jordan Smith

    IRN JXS00371

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Nov 2022)
  • Jordan Willis

    IRN JXW00696

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 31 Jul 2024)
    • CF1 Director (AR) (since 10 Jul 2024)
  • Joseph Booth

    IRN JXB00381

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Dec 2021)
  • Joseph Carrino Perez

    IRN JCP01142

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jun 2023)
  • Joseph Ethan Brown

    IRN JXB00936

    • Appointed representative dealing with clients for which they require qualification (23 Nov 2021 to 16 May 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.