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 Lawrence Poore
IRN JXP02039
- (2127)CF1 Director (AR) (6 Jan 2014 to 5 Nov 2016)
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James Lennox
IRN JXL00199
- (2106)Appointed representative dealing with clients for which they require qualification (1 Mar 2021 to 19 Dec 2025)
- (2107)CF1 Director (AR) (19 Feb 2021 to 19 Dec 2025)
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James Livermore
IRN JXL02152
- (541)CF1 Director (AR) (10 Dec 2015 to 21 Dec 2017)
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James Matthew Alan Brown
IRN JXB00386
- (2102)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2020)
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James Matthew Berkshire
IRN JXB00497
- (1509)Appointed representative dealing with clients for which they require qualification (4 Oct 2022 to 7 Jun 2024)
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James Matthew Evans
IRN JXE00209
- (825)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (826)Appointed representative dealing with clients for which they require qualification (since 12 Aug 2024)
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James Matthew Morrison
IRN JXM00392
- (1903)Appointed representative dealing with clients for which they require qualification (6 Mar 2024 to 29 Nov 2024)
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James Matthew Smyth
IRN JMS00011
- (1962)CF1 Director (AR) (3 Oct 2017 to 7 Jan 2025)
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James McCallum
IRN JXM00160
- (649)Appointed representative dealing with clients for which they require qualification (6 Aug 2021 to 7 Feb 2022)
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James McGowan
IRN JXM00390
- (1954)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Aug 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Horizon Mortgages And Protection Ltd (no longer appointed)
FRN 775718 · Appointed 4 Apr 2017 · Until 1 Mar 2018
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White Rose Mortgages Ltd (no longer appointed)
FRN 774864 · Appointed 24 Mar 2017 · Until 19 Mar 2021
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Bridge Rock Financial Ltd (no longer appointed)
FRN 774095 · Appointed 15 Mar 2017 · Until 28 Nov 2022
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The Business Protection Centre Ltd (no longer appointed)
FRN 772137 · Appointed 21 Feb 2017 · Until 12 Jul 2017
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