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.

  • Kate Elizabeth Keelor

    IRN KXR00071

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Nov 2020)
  • Kate Ewing

    IRN KXE00032

    • 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)
  • Kate Howarth

    IRN KXH00116

    • Appointed representative dealing with clients for which they require qualification (21 Sep 2020 to 7 Sep 2021)
  • Kate Young

    IRN KXY00058

    • 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 13 May 2024)
  • Katherine Denise Fitzgerald

    IRN KXF00046

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jun 2024)
  • Katherine Helen MacLeod

    IRN KXM83002

    • Appointed representative dealing with clients for which they require qualification (5 Oct 2021 to 2 Nov 2022)
  • Katherine Lara Brown

    IRN KXB00280

    • Appointed representative dealing with clients for which they require qualification (18 Mar 2025 to 19 Dec 2025)
  • Katherine Strangeway

    IRN KXS00152

    • Appointed representative dealing with clients for which they require qualification (16 Dec 2020 to 7 Sep 2023)
  • Katherine Tait

    IRN KXT00063

    • Appointed representative dealing with clients for which they require qualification (17 Dec 2019 to 23 Jun 2020)
  • Kathleen Mary Peden

    IRN KMP00009

    • CF1 Director (AR) (10 May 2010 to 7 Sep 2012)

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.