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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Helen Charlesworth
IRN HXC01291
- (2290)CF1 Director (AR) (11 Jan 2013 to 31 Mar 2014)
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Helen Coffin
IRN HXC01170
- (109)CF1 Director (AR) (since 12 May 2014)
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Helen Denise Christmas-Willan
IRN HDC01016
- (86)CF1 Director (AR) (since 12 Aug 2017)
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Helen Elizabeth Buck
IRN HEB01053
- (340)CF1 Director (AR) (19 Dec 2017 to 20 Sep 2021)
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Helen Elizabeth Lord
IRN HEL00006
- (138)CF1 Director (AR) (10 May 2010 to 8 Mar 2012)
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Helen Elizabeth McCoubrey
IRN HXM06559
- (412)CF1 Director (AR) (12 Oct 2018 to 15 Mar 2022)
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Helen Frances Cawthra
IRN HXC00051
- (988)Appointed representative dealing with clients for which they require qualification (28 Apr 2021 to 19 Jan 2022)
- (989)CF1 Director (AR) (23 Apr 2021 to 19 Jan 2022)
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Helen Gaskell
IRN HXG00121
- (68)CF1 Director (AR) (since 12 Jul 2022)
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Helen Goodall
IRN HJS00017
- (299)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (300)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Helen Louise Thomas
IRN HLT00001
- (681)CF1 Director (AR) (10 May 2010 to 15 Jul 2011)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Life Cover Review Services Ltd (no longer appointed)
FRN 697431 · Appointed 19 May 2015 · Until 21 Apr 2016
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Virgo Financial Services Ltd (no longer appointed)
FRN 596666 · Appointed 16 May 2015 · Until 28 Sep 2020
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Profile Mortgage & Financial Solutions LLP (no longer appointed)
FRN 689193 · Appointed 27 Apr 2015 · Until 14 Aug 2018
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Pure Finance Decisions Ltd (no longer appointed)
FRN 683231 · Appointed 9 Apr 2015 · Until 2 Jan 2018
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