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.
-
Julie Cromie
IRN JXC00376
- (922)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2024)
-
Julie Elizabeth Margaret Mitchell
IRN JXM00536
- (1058)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1059)Appointed representative dealing with clients for which they require qualification (since 14 Feb 2024)
-
Julie Farmer
IRN JXF01419
- (162)CF1 Director (AR) (24 Nov 2011 to 18 Apr 2016)
- (161)CF4 Partner (AR) (10 May 2010 to 22 Nov 2011)
-
Julie Holroyd
IRN JXH02943
- (390)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Dec 2020)
- (391)CF1 Director (AR) (31 Aug 2016 to 23 Jun 2021)
-
Julie Keatley
IRN JXK00131
- (48)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Apr 2020)
-
Julie Lodge
IRN JXL02259
- (476)CF1 Director (AR) (11 Oct 2017 to 3 Sep 2025)
-
Julie Marie Guilliatt
IRN JXG00460
- (1332)Appointed representative dealing with clients for which they require qualification (2 Sep 2022 to 2 Mar 2023)
-
Julie Mead
IRN JXM29100
- (446)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (447)Appointed representative dealing with clients for which they require qualification (since 28 May 2024)
-
Julie Neathercote
IRN JXN00070
- (171)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Mar 2020)
-
Julie Parry
IRN JXP00767
- (12)CF1 Director (AR) (since 23 Mar 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Choices Financial Ltd
FRN 407492 · Appointed 11 May 2011
-
Geoffrey Piercy
FRN 550316 · Appointed 10 May 2011
-
Fresh Financial Consultants Ltd
FRN 543454 · Appointed 21 Mar 2011
-
Richard Mairs
FRN 541701 · Appointed 17 Feb 2011
-
Friendly Financial Ltd
FRN 516012 · Appointed 17 Feb 2011
-
Peter O'Neill Ltd
FRN 194176 · Appointed 11 Feb 2011
-
Business Protection Solutions (UK) Limited
FRN 538062 · Appointed 21 Dec 2010
-
Moira Sheerin
FRN 437208 · Appointed 2 Dec 2010
-
Trust Financial Solutions Ltd
FRN 531801 · Appointed 16 Sep 2010
-
Mortgage Information Bureau Ltd
FRN 495489 · Appointed 9 Aug 2010
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