Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
No.2 Methuen ParkChippenhamWiltshireSN14 0GBUNITED KINGDOM- Phone
- +443303030237
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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.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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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.
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Kara Wilson
IRN KXL00078
- (951)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jul 2020)
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Karen Ann Parker
IRN KAP01099
- (271)CF1 Director (AR) (27 Jul 2017 to 19 Sep 2018)
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Karen Davies
IRN KXD00338
- (653)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (654)Appointed representative dealing with clients for which they require qualification (since 5 Aug 2024)
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Karen Dodds
IRN KXD00086
- (934)Appointed representative dealing with clients for which they require qualification (3 Feb 2020 to 1 Jul 2022)
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Karen Elizabeth Allwood
IRN KEC00009
- (654)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2021)
- (655)CF1 Director (AR) (9 Feb 2018 to 30 Jun 2021)
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Karen Guler
IRN KXG01394
- (1699)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1700)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1701)CF1 Director (AR) (since 24 May 2013)
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Karen Lesley Marshall
IRN KLM01035
- (1511)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1512)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Karen Louisa Richards
IRN KLR01042
- (1742)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1743)Appointed representative dealing with clients for which they require qualification (since 22 May 2024)
- (1744)CF1 Director (AR) (since 1 May 2024)
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Karen Marie Carpenter
IRN KXC90587
- (304)CF1 Director (AR) (6 Aug 2020 to 3 Dec 2025)
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Karen Rowe
IRN KXR14037
- (1160)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jun 2025)
- (1161)CF1 Director (AR) (25 Apr 2019 to 21 Jun 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Arnold Read Financial Associates Ltd
FRN 528318 · Appointed 21 Jul 2010
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Esther Murphy
FRN 523123 · Appointed 15 Jul 2010
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Churchside Financial Planning Ltd
FRN 522986 · Appointed 14 Jul 2010
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Emma Tranter
FRN 527797 · Appointed 14 Jul 2010
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Insight Private Finance Limited
FRN 409065 · Appointed 21 May 2010
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Kevin Thomas Dennis
FRN 216339 · Appointed 10 May 2010
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Kevin Parsons
FRN 494209 · Appointed 10 May 2010
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Donald Nicely
FRN 488748 · Appointed 10 May 2010
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Keith Anthony Abbott
FRN 441399 · Appointed 10 May 2010
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DMC Properties & Mortgages Ltd
FRN 461445 · Appointed 10 May 2010
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Goodfellows Insurance Services
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trading name added: Frosts Insurance Services
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trading name added: First2Protect Insurance Services
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trading name added: First2Protect
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trading name added: Dezrez Insurance Services
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trading name added: Davis Tate Insurance Services
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trading name added: First Complete Ltd
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trading name added: LSL Corporate Client Department
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trading name added: London & Country Insurance Services
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trading name added: Lawpack Publishing Insurance Services