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.

  • Jake Dudley Williams

    IRN JXW00255

    • Appointed representative dealing with clients for which they require qualification (3 Feb 2021 to 7 Dec 2024)
    • CF1 Director (AR) (2 Feb 2021 to 7 Dec 2024)
  • Jake Francis Aquilina

    IRN JXA77864

    • Appointed representative dealing with clients for which they require qualification (17 Feb 2021 to 24 Apr 2021)
  • Jake Freeburn Calder

    IRN JXC00680

    • 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 2 Feb 2026)
  • Jake Turney

    IRN JXT00162

    • Appointed representative dealing with clients for which they require qualification (16 Oct 2020 to 4 Apr 2023)
  • Jakub Koscian

    IRN JXK00130

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jul 2020)
  • James Alan Campbell

    IRN JAC01312

    • Appointed representative dealing with clients for which they require qualification (22 Sep 2022 to 15 Sep 2023)
  • James Alan Evans

    IRN JXE00246

    • Appointed representative dealing with clients for which they require qualification (5 Oct 2022 to 2 Mar 2023)
  • James Alexander Saunders

    IRN JAS01505

    • CF1 Director (AR) (10 Mar 2014 to 1 Mar 2016)
  • James Alfred William Chaney

    IRN JAC01402

    • 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 25 Sep 2024)
  • James Anthony Vizard

    IRN JXV00036

    • Appointed representative dealing with clients for which they require qualification (20 Jul 2023 to 13 Dec 2023)
    • CF1 Director (AR) (18 Jun 2023 to 13 Dec 2023)

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.