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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Joanna McEwan
IRN JXR00213
- (1692)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Oct 2025)
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Joanna Philippa Louise Everett
IRN JXE00080
- (964)Appointed representative dealing with clients for which they require qualification (15 Dec 2020 to 30 Sep 2021)
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Joanna Slavin
IRN JXS03924
- (825)Appointed representative dealing with clients for which they require qualification (29 Feb 2024 to 20 Feb 2026)
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Joanna Streames
IRN JXS20222
- (43)CF1 Director (AR) (since 12 Sep 2019)
- (477)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Nov 2025)
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Joanne Blackburn
IRN JXB00667
- (1470)[FCA CF] Significant management (1 Nov 2020 to 11 Nov 2024)
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Joanne Douglas
IRN JXD00232
- (1828)Appointed representative dealing with clients for which they require qualification (2 Jul 2020 to 31 Aug 2021)
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Joanne Ellen Badger
IRN JXB00551
- (1488)[FCA CF] Significant management (27 Sep 2023 to 24 Mar 2026)
- (1487)SMF18 Other Overall Responsibility (15 Oct 2021 to 19 Aug 2022)
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Joanne Haigh
IRN JXH00345
- (1851)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Mar 2025)
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Joanne Ives
IRN JXI00014
- (839)Appointed representative dealing with clients for which they require qualification (27 Apr 2020 to 31 Oct 2022)
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Joanne Lesley Kimpton
IRN JXK00132
- (1713)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Lloyd Wells Mortgages Ltd (no longer appointed)
FRN 916517 · Appointed 18 Sep 2020 · Until 28 Sep 2024
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Choice Finance Mortgages & Financial Solutions Limited (no longer appointed)
FRN 464330 · Appointed 25 Aug 2020 · Until 31 Dec 2025
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Vitalis Insurance Services Limited (no longer appointed)
FRN 829485 · Appointed 13 Aug 2020 · Until 5 Nov 2020
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Bowden Protection Limited (no longer appointed)
FRN 922281 · Appointed 5 Aug 2020 · Until 22 Jan 2021
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