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.

  • Helen Gaskell

    IRN HXG00121

    • CF1 Director (AR) (since 12 Jul 2022)
  • Helen Goodall

    IRN HJS00017

    • 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)
  • Helen Louise Thomas

    IRN HLT00001

    • CF1 Director (AR) (10 May 2010 to 15 Jul 2011)
  • Helen Martin

    IRN HXG01152

    • SMF4 Chief Risk (since 2 Jun 2023)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 2 Jun 2023)
    • SMF16 Compliance Oversight (since 2 Jun 2023)
  • Helen Renee Cilliers

    IRN HRC01024

    • Appointed representative dealing with clients for which they require qualification (4 Oct 2022 to 2 Mar 2023)
  • Helena Lucy Nugent

    IRN HXC00078

    • Appointed representative dealing with clients for which they require qualification (25 Mar 2024 to 2 Apr 2026)
  • Henry Darlington

    IRN HXD00233

    • 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 30 Jun 2025)
  • Henry Lincoln

    IRN HXL00205

    • Appointed representative dealing with clients for which they require qualification (4 Aug 2025 to 13 Feb 2026)
  • Hollie Barrett

    IRN HXB00067

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Dec 2024)
  • Hollie Cale

    IRN HXC00064

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jul 2020)

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.