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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Kieran Muir
IRN KXM86021
- (1049)Appointed representative dealing with clients for which they require qualification (15 Aug 2025 to 19 Aug 2025)
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Kieran Murphy
IRN KXM00178
- (889)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 May 2023)
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Kieran Watt
IRN KXW00054
- (1920)Appointed representative dealing with clients for which they require qualification (8 Jan 2021 to 18 Apr 2025)
- (1921)CF1 Director (AR) (10 Dec 2020 to 18 Apr 2025)
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Kim Brennan
IRN KXB02092
- (1605)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1606)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1607)CF1 Director (AR) (since 14 Jun 2017)
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Kim Brown
IRN KXB00133
- (960)Appointed representative dealing with clients for which they require qualification (2 Aug 2021 to 14 Jan 2022)
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Kim Morgan
IRN KXM01600
- (26)CF4 Partner (AR) (10 May 2010 to 1 Aug 2012)
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Kimberley Khastar
IRN KXK00079
- (838)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Sep 2021)
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Kimberley Sophia Lall
IRN KXL46840
- (1138)Appointed representative dealing with clients for which they require qualification (20 Jul 2021 to 24 Dec 2021)
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Kingsley Williams
IRN KXW00167
- (2192)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2193)Appointed representative dealing with clients for which they require qualification (since 23 Jan 2025)
- (2194)CF1 Director (AR) (since 27 Nov 2024)
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Kirk Freeth
IRN KXF00047
- (917)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2026)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ed Davey Mortgage Services Limited
FRN 802420 · Appointed 21 Feb 2018
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DG Mortgages Ltd
FRN 798224 · Appointed 9 Jan 2018
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Spectrum Mortgages and Protection Ltd
FRN 796211 · Appointed 11 Dec 2017
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Errington Stanley Mortgages Ltd
FRN 794800 · Appointed 22 Nov 2017
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Insurance First Brokers Limited
FRN 164785 · Appointed 6 Nov 2017
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Christopher George Lyons
FRN 789564 · Appointed 22 Sep 2017
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Elementary Mortgage Solutions Ltd
FRN 789284 · Appointed 19 Sep 2017
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Balwant Khaira
FRN 562617 · Appointed 14 Aug 2017
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Altogether Financial Solutions Ltd
FRN 489352 · Appointed 3 Aug 2017
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Fulcrum Financial Ltd
FRN 784766 · Appointed 21 Jul 2017
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