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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Jake Freeburn Calder
IRN JXC00680
- (959)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (960)Appointed representative dealing with clients for which they require qualification (since 2 Feb 2026)
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Jake Turney
IRN JXT00162
- (1801)Appointed representative dealing with clients for which they require qualification (16 Oct 2020 to 4 Apr 2023)
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Jakub Koscian
IRN JXK00130
- (1859)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jul 2020)
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James Alan Campbell
IRN JAC01312
- (643)Appointed representative dealing with clients for which they require qualification (22 Sep 2022 to 15 Sep 2023)
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James Alan Evans
IRN JXE00246
- (1252)Appointed representative dealing with clients for which they require qualification (5 Oct 2022 to 2 Mar 2023)
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James Alexander Saunders
IRN JAS01505
- (219)CF1 Director (AR) (10 Mar 2014 to 1 Mar 2016)
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James Alfred William Chaney
IRN JAC01402
- (1146)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1147)Appointed representative dealing with clients for which they require qualification (since 25 Sep 2024)
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James Andrew Foley
IRN JXF00454
- (2113)CF1 Director (AR) (since 30 Apr 2026)
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James Anthony Vizard
IRN JXV00036
- (2078)Appointed representative dealing with clients for which they require qualification (20 Jul 2023 to 13 Dec 2023)
- (2079)CF1 Director (AR) (18 Jun 2023 to 13 Dec 2023)
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James Baker
IRN JXB02863
- (324)CF1 Director (AR) (24 Oct 2012 to 13 May 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Elegant Mortgage Services Limited (no longer appointed)
FRN 756785 · Appointed 25 Aug 2016 · Until 9 Feb 2017
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Springside Solutions Ltd (no longer appointed)
FRN 755810 · Appointed 11 Aug 2016 · Until 24 Jul 2017
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Holroyds Financial Services Limited (no longer appointed)
FRN 755256 · Appointed 5 Aug 2016 · Until 23 Jun 2021
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2 exP Financial Services Ltd (no longer appointed)
FRN 753301 · Appointed 20 Jul 2016 · Until 5 Feb 2019
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Kernan Financial Protection Ltd (no longer appointed)
FRN 749637 · Appointed 10 Jun 2016 · Until 11 Aug 2016
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Hicking Financial Services Ltd (no longer appointed)
FRN 719203 · Appointed 9 Jun 2016 · Until 30 Oct 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