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.

  • Elizabeth Ann Murdie

    IRN EXM12798

    • CF1 Director (AR) (since 20 Mar 2019)
  • Elizabeth Anne Mannering

    IRN EXM00240

    • Appointed representative dealing with clients for which they require qualification (22 Mar 2022 to 17 Oct 2024)
  • Elizabeth Bagshaw

    IRN EXB00109

    • 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 4 Mar 2026)
  • Elizabeth Culpin

    IRN EXC00079

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Mar 2023)
  • Elizabeth Davis

    IRN EXL00030

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Mar 2026)
    • CF1 Director (AR) (12 Feb 2019 to 16 Mar 2026)
  • Elizabeth Jane Stevenson

    IRN EJS01104

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 3 Dec 2012)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 May 2022)
  • Elizabeth Jane Webster

    IRN EJW01097

    • Appointed representative dealing with clients for which they require qualification (20 Nov 2024 to 28 Mar 2025)
  • Elizabeth Maxwell

    IRN EXM00259

    • 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 19 May 2022)
  • Elizabeth Mckinley

    IRN EXM00088

    • 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)
  • Elizabeth Obiji

    IRN EXO00021

    • Appointed representative dealing with clients for which they require qualification (15 Dec 2020 to 27 Apr 2025)

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.