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.

  • Carrie Rimmer

    IRN CXR68428

    • Appointed representative dealing with clients for which they require qualification (30 Nov 2021 to 28 Jul 2023)
  • Carrie Rockey

    IRN CXR00579

    • Appointed representative dealing with clients for which they require qualification (11 Nov 2024 to 2 Dec 2025)
  • Carys Parnell

    IRN CXP00430

    • Appointed representative dealing with clients for which they require qualification (25 Jul 2022 to 18 Dec 2023)
  • Cathal McAnenly

    IRN CJM00082

    • 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 9 Dec 2019)
  • Catherine Arr

    IRN CXA01244

    • CF1 Director (AR) (26 Jan 2011 to 21 Dec 2015)
  • Catherine Brianne Rimmer

    IRN CXR00316

    • CF1 Director (AR) (since 21 Mar 2022)
  • Catherine Coffin

    IRN CXC01859

    • CF1 Director (AR) (since 16 Dec 2011)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Nov 2020)
  • Catherine Devine

    IRN CXD00119

    • 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 9 Dec 2019)
  • Catherine Faherty

    IRN CXF00068

    • Appointed representative dealing with clients for which they require qualification (21 Apr 2020 to 8 Aug 2022)
  • Catherine Roche

    IRN CXR00286

    • 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 7 Jul 2025)
    • CF1 Director (AR) (since 7 Feb 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Feb 2022 to 9 Apr 2024)
    • Responsibility for MCD Intermediation (7 Feb 2022 to 17 Oct 2023)
    • Responsible for Insurance Distribution (7 Feb 2022 to 16 Nov 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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