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.

  • Jessica Perkins

    IRN JXP00225

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Nov 2021)
  • Jessica Simpson

    IRN JXS01002

    • 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 13 Jun 2022)
  • Jill Elizabeth Maddox

    IRN JXM00763

    • Appointed representative dealing with clients for which they require qualification (12 Apr 2021 to 17 Jun 2021)
  • Jill Rennie

    IRN JXR00209

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Feb 2022)
  • Jitesh Amliwala

    IRN JXA01522

    • Appointed representative dealing with clients for which they require qualification (11 Mar 2022 to 12 Jan 2023)
  • Joana Rajasooriyar

    IRN JXR00563

    • Appointed representative dealing with clients for which they require qualification (17 Jun 2022 to 3 Feb 2024)
  • Joanna Bialecka

    IRN JSB31177

    • 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 23 Dec 2020)
  • Joanna Farnham

    IRN JXF01844

    • CF4 Partner (AR) (since 2 Oct 2015)
  • Joanna Jones

    IRN JXJ00079

    • 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)
  • Joanna Maksimiuk-Guz

    IRN JXM00740

    • Appointed representative dealing with clients for which they require qualification (3 Jun 2024 to 2 Mar 2026)
    • CF1 Director (AR) (10 May 2024 to 1 Mar 2026)

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.