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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Julia Kent
IRN JMC01367
- (1690)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1691)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1692)CF1 Director (AR) (since 24 Aug 2011)
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Julia Linda Swanton
IRN JLS00035
- (289)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (290)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Julian Amyes
IRN AXJ01834
- (529)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2021)
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Julian Christopher Birkby Bentley
IRN JCB00086
- (221)CF4 Partner (AR) (10 May 2010 to 11 Oct 2012)
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Julian Greenhalgh
IRN JXG02367
- (140)CF1 Director (AR) (since 14 Jun 2017)
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Julian Nicolls
IRN JXN57470
- (2559)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2560)Appointed representative dealing with clients for which they require qualification (since 11 May 2026)
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Julianne Daisy Wallis
IRN JXW00738
- (1276)Appointed representative dealing with clients for which they require qualification (20 Jul 2022 to 31 Mar 2026)
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Julie Ann Williams
IRN JAW01313
- (1757)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1758)Appointed representative dealing with clients for which they require qualification (since 2 Aug 2021)
- (1759)CF1 Director (AR) (since 10 Jun 2021)
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Julie Ayton
IRN JXA00169
- (1519)Appointed representative dealing with clients for which they require qualification (15 Jul 2021 to 16 Dec 2022)
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Julie Bassi
IRN JXB00286
- (1004)CF1 Director (AR) (18 Dec 2020 to 7 Aug 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Richard Longhorn
FRN 401476 · Appointed 10 May 2010
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Hinchliffe Financial Services Ltd
FRN 494059 · Appointed 10 May 2010
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Premier Choice Mortgages Limited
FRN 446143 · Appointed 10 May 2010
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Point 2 Mortgages Ltd
FRN 429502 · Appointed 10 May 2010
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Complete Mortgage Solutions NI Ltd
FRN 477426 · Appointed 10 May 2010
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Andrew Smith
FRN 194174 · Appointed 10 May 2010
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Adrian Keith Neal
FRN 488635 · Appointed 10 May 2010
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Paul Robinson
FRN 457560 · Appointed 10 May 2010
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Gregory Martynovych
FRN 491254 · Appointed 10 May 2010
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P.McDermott
FRN 412775 · 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