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.

  • David Perpetuini

    IRN DXP00534

    • CF1 Director (AR) (20 Sep 2023 to 18 Dec 2023)
  • David Pill

    IRN DXP00143

    • Appointed representative dealing with clients for which they require qualification (24 Jun 2020 to 6 Nov 2024)
  • David Poh

    IRN DXP00148

    • 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 9 Dec 2019)
  • David Rhodes

    IRN DXR00098

    • CF1 Director (AR) (10 May 2010 to 30 Jul 2010)
  • David Richard Emery

    IRN DXE00194

    • Appointed representative dealing with clients for which they require qualification (14 Jul 2025 to 29 Aug 2025)
  • David Robert Turnbull

    IRN DRT01063

    • Appointed representative dealing with clients for which they require qualification (5 Oct 2021 to 28 Mar 2022)
    • CF1 Director (AR) (11 Feb 2019 to 28 Feb 2025)
  • David Ross Hegan

    IRN DXH21028

    • CF1 Director (AR) (28 Sep 2019 to 4 Apr 2022)
  • David Schofield

    IRN DXS00247

    • 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 9 Dec 2019)
  • David Seeley Brown

    IRN DSB01091

    • CF1 Director (AR) (4 Jan 2011 to 7 Nov 2022)
    • CF8 Apportionment and Oversight (24 Nov 2008 to 31 Mar 2009)
    • CF3 Chief Executive (24 Nov 2008 to 2 May 2012)
    • Responsible for Insurance Mediation (24 Nov 2008 to 2 May 2012)
    • CF1 Director (11 Feb 2008 to 2 May 2012)
  • David Smith

    IRN DXS00250

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Mar 2021)

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.