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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James Ross McLeod
IRN JXM67719
- (1119)Appointed representative dealing with clients for which they require qualification (9 Mar 2020 to 31 Aug 2021)
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James Samuel Loizou
IRN JXL13853
- (1162)Appointed representative dealing with clients for which they require qualification (30 Nov 2021 to 2 Mar 2023)
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James Scott
IRN JXS00497
- (1064)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1065)Appointed representative dealing with clients for which they require qualification (since 7 May 2025)
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James Singh
IRN SXS00268
- (339)Appointed representative dealing with clients for which they require qualification (14 Jul 2025 to 30 Sep 2025)
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James Smyth
IRN JXS03695
- (1623)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1624)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1625)CF1 Director (AR) (since 9 Jul 2019)
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James Thomas Kear
IRN JXK00012
- (2090)Appointed representative dealing with clients for which they require qualification (11 Oct 2023 to 13 May 2024)
- (2091)CF1 Director (AR) (16 Jan 2023 to 13 May 2024)
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James William Venning
IRN JWV01016
- (151)CF1 Director (AR) (25 Feb 2014 to 26 Jan 2015)
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Jamie Beer
IRN JXB00383
- (1414)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1415)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jamie Gibson
IRN JXG00189
- (849)Appointed representative dealing with clients for which they require qualification (10 Sep 2020 to 5 Apr 2021)
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Jamie Henderson
IRN JXH00348
- (1559)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1560)Appointed representative dealing with clients for which they require qualification (since 10 Feb 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Policy Health Check Ltd (no longer appointed)
FRN 827029 · Appointed 27 Nov 2018 · Until 28 Feb 2025
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Tycho Financial Solutions Ltd (no longer appointed)
FRN 826574 · Appointed 21 Nov 2018 · Until 22 Jul 2019
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Vesta Mortgage Services Limited (no longer appointed)
FRN 825435 · Appointed 8 Nov 2018 · Until 15 Nov 2018
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