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.

  • Jonathan David Clark

    IRN JXC00366

    • Appointed representative dealing with clients for which they require qualification (26 Jul 2022 to 17 Mar 2023)
  • Jonathan David Wood

    IRN JDW01174

    • CF1 Director (AR) (10 May 2010 to 27 Aug 2021)
  • Jonathan Downing

    IRN JXD00226

    • 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)
  • Jonathan Foster

    IRN JXF00371

    • Appointed representative dealing with clients for which they require qualification (28 Feb 2022 to 9 Jan 2024)
  • Jonathan Fowler

    IRN JXF00143

    • Appointed representative dealing with clients for which they require qualification (15 Dec 2020 to 8 Dec 2021)
  • Jonathan Francis Walsh

    IRN JXW00285

    • Appointed representative dealing with clients for which they require qualification (23 Nov 2020 to 16 Dec 2022)
  • Jonathan Henry

    IRN JXH16033

    • Appointed representative dealing with clients for which they require qualification (13 May 2020 to 18 Jan 2024)
  • Jonathan Holden

    IRN JRH01304

    • 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 2 Nov 2016)
  • Jonathan Holt

    IRN JXH00349

    • 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)
  • Jonathan Hunter Reynolds

    IRN JHR01055

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Dec 2024)
    • CF1 Director (AR) (10 May 2010 to 20 Dec 2024)

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.