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.

  • Clare Wootton

    IRN CXW00155

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Oct 2025)
  • Claudia Elizabeth Rhona Kydd

    IRN CXC00413

    • 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 15 Jan 2026)
  • Cleo Howell

    IRN CXH00443

    • Appointed representative dealing with clients for which they require qualification (15 Nov 2021 to 14 Feb 2022)
  • Clive Robert Balchin

    IRN CRB00014

    • CF1 Director (AR) (10 May 2010 to 17 Jun 2010)
  • Clive Rook

    IRN CXR01310

    • CF1 Director (AR) (8 May 2012 to 7 Jun 2016)
  • Clive Stephenson

    IRN CXS00093

    • CF4 Partner (AR) (10 May 2010 to 31 Dec 2011)
  • Colin Baker

    IRN CXB00055

    • CF1 Director (AR) (15 Mar 2013 to 21 Jan 2015)
  • Colin Dunlop

    IRN CXD00120

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2024)
  • Colin Erwen Parker

    IRN CEP01082

    • CF1 Director (AR) (27 Jul 2017 to 19 Sep 2018)
  • Colin Graham

    IRN CXG00522

    • CF1 Director (AR) (since 10 Jul 2024)

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.