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.
-
Jonathan David Clark
IRN JXC00366
- (956)Appointed representative dealing with clients for which they require qualification (26 Jul 2022 to 17 Mar 2023)
-
Jonathan David Wood
IRN JDW01174
- (394)CF1 Director (AR) (10 May 2010 to 27 Aug 2021)
-
Jonathan Downing
IRN JXD00226
- (197)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (198)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Jonathan Foster
IRN JXF00371
- (1322)Appointed representative dealing with clients for which they require qualification (28 Feb 2022 to 9 Jan 2024)
-
Jonathan Fowler
IRN JXF00143
- (2160)Appointed representative dealing with clients for which they require qualification (15 Dec 2020 to 8 Dec 2021)
-
Jonathan Francis Walsh
IRN JXW00285
- (1788)Appointed representative dealing with clients for which they require qualification (23 Nov 2020 to 16 Dec 2022)
-
Jonathan Henry
IRN JXH16033
- (2194)Appointed representative dealing with clients for which they require qualification (13 May 2020 to 18 Jan 2024)
-
Jonathan Holden
IRN JRH01304
- (1644)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1645)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1646)CF1 Director (AR) (since 2 Nov 2016)
-
Jonathan Holt
IRN JXH00349
- (1529)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1530)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Jonathan Hunter Reynolds
IRN JHR01055
- (692)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Dec 2024)
- (693)CF1 Director (AR) (10 May 2010 to 20 Dec 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
JXT Specialist Mortgage Brokers Limited (no longer appointed)
FRN 1008839 · Appointed 30 Jan 2024 · Until 16 Feb 2024
-
DJMH Financial Services Ltd (no longer appointed)
FRN 1004882 · Appointed 10 Nov 2023 · Until 1 Jan 2026
-
Fortress Insurance Services Limited (no longer appointed)
FRN 1004422 · Appointed 9 Nov 2023 · Until 18 Dec 2024
-
Kap Financial Solutions Ltd (no longer appointed)
FRN 573472 · Appointed 6 Nov 2023 · Until 9 Aug 2024
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