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.

  • Adam James Smith

    IRN AJS01521

    • CF1 Director (AR) (since 27 Mar 2025)
  • Adam Johnson

    IRN AXJ50292

    • Appointed representative dealing with clients for which they require qualification (24 Mar 2020 to 6 May 2020)
  • Adam Jones-Owen

    IRN AXJ00214

    • 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 2 Jan 2024)
    • CF1 Director (AR) (since 8 Dec 2023)
  • Adam Lockett

    IRN AJL01315

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Oct 2022)
    • CF1 Director (AR) (6 Dec 2016 to 11 Aug 2025)
  • Adam Matthews

    IRN AXM00454

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Sep 2023)
  • Adam Micheal Graham

    IRN AXG00396

    • Appointed representative dealing with clients for which they require qualification (12 Apr 2022 to 9 Jun 2024)
  • Adam Robert Castleton

    IRN ARC01211

    • SMF3 Executive Director (9 Dec 2019 to 22 Dec 2021)
    • CF1 Director (11 Aug 2016 to 8 Dec 2019)
    • CF1 Director (AR) (3 Aug 2016 to 22 Dec 2021)
  • Adam Smith

    IRN AXS00882

    • Appointed representative dealing with clients for which they require qualification (16 Aug 2021 to 5 Jul 2024)
  • Adam Surtees

    IRN AXS01182

    • CF1 Director (AR) (since 21 Jul 2022)
  • Adam Young

    IRN AXY00030

    • 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)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • David Barron (no longer appointed)

    FRN 706211 · Appointed 11 Aug 2015 · Until 30 Nov 2024

  • John Wynne (no longer appointed)

    FRN 495277 · Appointed 23 Jul 2015 · Until 28 Mar 2016

  • Phoenix Mortgage Centre Ltd (no longer appointed)

    FRN 711101 · Appointed 22 Jul 2015 · Until 12 Nov 2015

  • Jessica Phillips (no longer appointed)

    FRN 710167 · Appointed 14 Jul 2015 · Until 16 Nov 2018

  • Sarali Financial Services Limited (no longer appointed)

    FRN 709747 · Appointed 9 Jul 2015 · Until 23 May 2018

  • Tahir Javed (no longer appointed)

    FRN 598312 · Appointed 6 Jul 2015 · Until 31 Dec 2021

  • Diment Smith Ltd (no longer appointed)

    FRN 707801 · Appointed 23 Jun 2015 · Until 17 Sep 2024

  • Finance Network UK Limited (no longer appointed)

    FRN 707438 · Appointed 22 Jun 2015 · Until 2 May 2018

  • Rita Patel (no longer appointed)

    FRN 706410 · Appointed 12 Jun 2015 · Until 20 Jan 2017

  • Robert Hall (no longer appointed)

    FRN 697610 · Appointed 20 May 2015 · Until 20 Apr 2017

Recent activity

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

No changes recorded yet.