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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Jay Riding
IRN JXR00623
- (1251)Appointed representative dealing with clients for which they require qualification (12 Oct 2022 to 17 Apr 2023)
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Jayashree Sivasubramania Pillai
IRN JXS04210
- (94)CF1 Director (AR) (since 23 Jun 2025)
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Jaydevsinh Gohel
IRN JXG00191
- (1789)Appointed representative dealing with clients for which they require qualification (20 Nov 2020 to 22 May 2021)
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Jayne Davies
IRN JXD01059
- (571)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (572)Appointed representative dealing with clients for which they require qualification (since 28 Jul 2025)
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Jayne Hargan
IRN JXH00343
- (1418)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1419)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jayne Whitelocks
IRN JXW02620
- (292)CF1 Director (AR) (27 Sep 2017 to 8 Sep 2023)
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Jeetender Singh
IRN JXS00373
- (1215)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1216)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jeffrey Baird
IRN JXB02570
- (255)CF1 Director (AR) (21 May 2010 to 20 Dec 2016)
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Jeffrey Grosvenor Robinson
IRN JGR01044
- (2174)CF1 Director (AR) (3 May 2016 to 18 May 2016)
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Jeffrey Henry Wheeler
IRN JXW00233
- (986)Appointed representative dealing with clients for which they require qualification (18 Jun 2021 to 29 Jul 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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YMA Financial Services Ltd (no longer appointed)
FRN 811084 · Appointed 8 Jun 2018 · Until 14 Mar 2023
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Vereco Financial Protection Ltd (no longer appointed)
FRN 810393 · Appointed 31 May 2018 · Until 23 Aug 2024
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Mortgages & Finance Solutions Ltd (no longer appointed)
FRN 809498 · Appointed 18 May 2018 · Until 13 Aug 2018
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Castle Keep Financial Solutions Ltd (no longer appointed)
FRN 808336 · Appointed 4 May 2018 · Until 14 Oct 2021
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Asset Planning Solutions (Swansea) Ltd (no longer appointed)
FRN 566850 · Appointed 1 May 2018 · Until 14 May 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