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.

  • Ian Alexander Lobban

    IRN IAL01014

    • CF1 Director (AR) (28 Feb 2014 to 29 Sep 2017)
  • Ian Anthony Williams

    IRN IAW01028

    • CF1 Director (AR) (10 May 2010 to 17 Jun 2010)
  • Ian Bisatt

    IRN IXB00066

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jan 2022)
  • Ian Cain

    IRN IXC83826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Aug 2021)
  • Ian Craig Jack

    IRN IXJ00005

    • Appointed representative dealing with clients for which they require qualification (12 Sep 2024 to 25 Apr 2025)
  • Ian Dawson

    IRN IXD00039

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Feb 2021)
  • Ian Denis Crabb

    IRN IDC01062

    • CF29 Significant management (11 Sep 2014 to 8 Dec 2019)
  • Ian Forsythe

    IRN IXF00019

    • 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)
  • Ian Goody

    IRN IXG00017

    • CF1 Director (AR) (10 May 2010 to 30 Mar 2015)
  • Ian Graham Sowerby

    IRN IGS00009

    • 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)

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.