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.

  • James Kay

    IRN JXK00129

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Aug 2024)
  • James Lawrence Poore

    IRN JXP02039

    • CF1 Director (AR) (6 Jan 2014 to 5 Nov 2016)
  • James Lennox

    IRN JXL00199

    • Appointed representative dealing with clients for which they require qualification (1 Mar 2021 to 19 Dec 2025)
    • CF1 Director (AR) (19 Feb 2021 to 19 Dec 2025)
  • James Livermore

    IRN JXL02152

    • CF1 Director (AR) (10 Dec 2015 to 21 Dec 2017)
  • James Matthew Alan Brown

    IRN JXB00386

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jul 2020)
  • James Matthew Berkshire

    IRN JXB00497

    • Appointed representative dealing with clients for which they require qualification (4 Oct 2022 to 7 Jun 2024)
  • James Matthew Evans

    IRN JXE00209

    • 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 12 Aug 2024)
  • James Matthew Morrison

    IRN JXM00392

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Mar 2023)
  • James Matthew Smyth

    IRN JMS00011

    • CF1 Director (AR) (3 Oct 2017 to 7 Jan 2025)
  • James McCallum

    IRN JXM00160

    • Appointed representative dealing with clients for which they require qualification (6 Aug 2021 to 7 Feb 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.