Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
No.2 Methuen ParkChippenhamWiltshireSN14 0GBUNITED KINGDOM- Phone
- +443303030237
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
Equity Release Advice
For Customer, Home reversion plans
-
Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
Show 1 limitation Hide limitations
- · 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 Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Credit Brokering
-
Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Debt Advice
Show 1 limitation Hide limitations
- · 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 Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
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.
-
Kate Elizabeth Ashton
IRN KER01023
- (584)[FCA CF] Significant management (21 May 2024 to 17 Nov 2025)
-
Kate Elizabeth Keelor
IRN KXR00071
- (1613)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Nov 2020)
-
Kate Ewing
IRN KXE00032
- (1313)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1314)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Kate Howarth
IRN KXH00116
- (931)Appointed representative dealing with clients for which they require qualification (21 Sep 2020 to 7 Sep 2021)
-
Kate Young
IRN KXY00058
- (669)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (670)Appointed representative dealing with clients for which they require qualification (since 13 May 2024)
-
Katherine Denise Fitzgerald
IRN KXF00046
- (929)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jun 2024)
-
Katherine Helen MacLeod
IRN KXM83002
- (1064)Appointed representative dealing with clients for which they require qualification (5 Oct 2021 to 2 Nov 2022)
-
Katherine Lara Brown
IRN KXB00280
- (1086)Appointed representative dealing with clients for which they require qualification (18 Mar 2025 to 19 Dec 2025)
-
Katherine Strangeway
IRN KXS00152
- (1585)Appointed representative dealing with clients for which they require qualification (16 Dec 2020 to 7 Sep 2023)
-
Katherine Tait
IRN KXT00063
- (973)Appointed representative dealing with clients for which they require qualification (17 Dec 2019 to 23 Jun 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
First Financial Services Ltd
FRN 575702 · Appointed 21 Feb 2012
-
Fortune Financial Planning Ltd
FRN 573484 · Appointed 25 Jan 2012
-
Clear Financial (Midlands) Ltd
FRN 482897 · Appointed 17 Jan 2012
-
Smith Coffin Private Finance Ltd
FRN 570021 · Appointed 30 Nov 2011
-
Riviera Mortgages Ltd
FRN 569667 · Appointed 24 Nov 2011
-
The Money Consultancy Limited
FRN 567791 · Appointed 1 Nov 2011
-
Ashley Farrell
FRN 566914 · Appointed 19 Oct 2011
-
Jmc Mortgage Services Ltd
FRN 561715 · Appointed 9 Aug 2011
-
Dunham McCarthy Financial Services Ltd
FRN 553556 · Appointed 14 Jun 2011
-
Choices Financial Ltd
FRN 407492 · Appointed 11 May 2011
Recent activity
Updates to this firm's record on the FCA register.
-
trading name added: Goodfellows Insurance Services
-
trading name added: Frosts Insurance Services
-
trading name added: First2Protect Insurance Services
-
trading name added: First2Protect
-
trading name added: Dezrez Insurance Services
-
trading name added: Davis Tate Insurance Services
-
trading name added: First Complete Ltd
-
trading name added: LSL Corporate Client Department
-
trading name added: London & Country Insurance Services
-
trading name added: Lawpack Publishing Insurance Services