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.

  • Charles Halbert

    IRN CXH00521

    • CF1 Director (AR) (21 Jun 2022 to 2 Jan 2026)
  • Charli-Jo Webb

    IRN CXW00826

    • 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 3 Mar 2026)
  • Charlie Brooks

    IRN CXB00226

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Dec 2019)
  • Charlie O'Hara

    IRN CXO00264

    • 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 27 Aug 2025)
  • Charlie Smith

    IRN CXS00167

    • Appointed representative dealing with clients for which they require qualification (15 Dec 2020 to 8 Dec 2021)
  • Charlotte Adams

    IRN CXA00421

    • 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 2 Jun 2025)
  • Charlotte Bates

    IRN CXB02492

    • CF1 Director (AR) (30 Sep 2016 to 31 May 2019)
  • Charlotte Callaway

    IRN CXC00174

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jul 2021)
  • Charlotte Cutting

    IRN CXC00541

    • 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 31 May 2022)
  • Charlotte Ellen Joyce

    IRN CXJ37096

    • Appointed representative dealing with clients for which they require qualification (20 Apr 2021 to 14 Jul 2021)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Tatton Wealth Limited (no longer appointed)

    FRN 757047 · Appointed 30 Jan 2017 · Until 20 Mar 2022

  • Stewart Ballingall (no longer appointed)

    FRN 770520 · Appointed 30 Jan 2017 · Until 22 Feb 2018

  • Saving Students Limited (no longer appointed)

    FRN 768091 · Appointed 23 Dec 2016 · Until 2 Feb 2021

  • John Mills (no longer appointed)

    FRN 424515 · Appointed 19 Dec 2016 · Until 30 Jan 2017

  • The Money Consultancy Limited (no longer appointed)

    FRN 766610 · Appointed 7 Dec 2016 · Until 13 Jan 2017

  • Fiona Amadi (no longer appointed)

    FRN 766462 · Appointed 6 Dec 2016 · Until 29 Mar 2018

  • Doueuta Dan (no longer appointed)

    FRN 766117 · Appointed 2 Dec 2016 · Until 28 Nov 2018

  • Matt J Collins Ltd (no longer appointed)

    FRN 766128 · Appointed 2 Dec 2016 · Until 21 Apr 2023

  • Graeme Black (no longer appointed)

    FRN 764885 · Appointed 18 Nov 2016 · Until 30 Aug 2024

  • Francis Stone Ltd (no longer appointed)

    FRN 414562 · Appointed 25 Oct 2016 · Until 15 Dec 2021

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.