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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Jack Pavitt
IRN JXP00603
- (861)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (862)Appointed representative dealing with clients for which they require qualification (since 27 Aug 2024)
- (1317)Appointed representative dealing with clients for which they require qualification (17 Mar 2022 to 21 Sep 2022)
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Jack Ryan
IRN JXR00208
- (881)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Oct 2021)
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Jack Stanton
IRN JXS04155
- (611)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (612)Appointed representative dealing with clients for which they require qualification (since 29 Jul 2024)
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Jack Whateley-Evans
IRN JXW01273
- (587)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (588)Appointed representative dealing with clients for which they require qualification (since 9 Jun 2025)
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Jacob Buckley
IRN JXB04255
- (533)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (534)Appointed representative dealing with clients for which they require qualification (since 10 Feb 2026)
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Jacob Oliver Winter
IRN JXW00984
- (396)Appointed representative dealing with clients for which they require qualification (27 Aug 2024 to 7 Jan 2025)
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Jacqueline Ann Griffiths
IRN JAG01218
- (713)CF1 Director (AR) (10 May 2010 to 17 Jun 2010)
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Jacqueline Ann Roberts
IRN JAR01162
- (136)CF4 Partner (AR) (10 May 2010 to 23 Aug 2011)
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Jacqueline Mary Main
IRN JMM01213
- (211)CF1 Director (AR) (25 Jun 2010 to 28 Jan 2011)
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Jacqueline Victoria Crawley
IRN JVC00010
- (229)CF1 Director (AR) (24 Sep 2013 to 5 Dec 2016)
- (228)CF4 Partner (AR) (21 Dec 2010 to 28 Jan 2011)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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BH Mortgage Services Ltd (no longer appointed)
FRN 749205 · Appointed 6 Jun 2016 · Until 30 Jun 2022
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JB Estates - Nuneaton Ltd (no longer appointed)
FRN 746698 · Appointed 11 May 2016 · Until 22 Apr 2022
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PJH Mortgage Solutions Limited (no longer appointed)
FRN 746164 · Appointed 5 May 2016 · Until 11 Sep 2025
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Summit Financial Associates Ltd (no longer appointed)
FRN 745620 · Appointed 29 Apr 2016 · Until 28 Jun 2021
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KAB Financial Services Ltd (no longer appointed)
FRN 582978 · Appointed 25 Apr 2016 · Until 21 Dec 2020
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