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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Ian Leyden
IRN IXL00018
- (1939)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Oct 2021)
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Ian Loynds
IRN IXL01167
- (1892)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Aug 2021)
- (1893)CF1 Director (AR) (28 Mar 2014 to 5 Aug 2021)
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Ian Macadam
IRN IXM00089
- (1712)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2020)
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Ian McKinnon
IRN IXM01325
- (1802)21. Advising or arranging (bringing about) equity release transactions
- (1803)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1805)CF1 Director (AR) (since 8 Sep 2022)
- (1804)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ian Mcfarlane
IRN IXM00087
- (2345)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2347)CF1 Director (AR) (since 3 May 2022)
- (2346)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ian Mckay
IRN IXM00085
- (1304)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1305)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Ian Megee
IRN IXM00086
- (1776)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2021)
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Ian Michael Bush
IRN IMB00006
- (80)CF1 Director (AR) (since 27 Feb 2016)
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Ian Michael Smith
IRN IMS00013
- (99)CF1 Director (AR) (10 May 2010 to 21 May 2012)
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Ian Milsted
IRN IXM00084
- (1434)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1435)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.
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Aston & Co Financial Services Ltd (no longer appointed)
FRN 669412 · Appointed 2 Feb 2015 · Until 14 Apr 2025
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Steel & Co (East Anglia) Financial Services Ltd (no longer appointed)
FRN 507595 · Appointed 16 Jan 2015 · Until 6 Jun 2017
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Mayhall Financial Services Ltd (no longer appointed)
FRN 665265 · Appointed 15 Jan 2015 · Until 16 Aug 2016
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First Rate Home Finance Ltd (no longer appointed)
FRN 497346 · Appointed 14 Jan 2015 · Until 16 Aug 2016
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Informed Choices (Midlands) Ltd (no longer appointed)
FRN 664285 · Appointed 9 Jan 2015 · Until 6 Mar 2018
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Your Mortgage Solutions Ltd (no longer appointed)
FRN 437833 · Appointed 6 Jan 2015 · Until 10 Oct 2017
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Spartan Financial Solutions Limited (no longer appointed)
FRN 659196 · Appointed 10 Dec 2014 · Until 22 Jul 2016
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Integritas Financial Portfolio Limited (no longer appointed)
FRN 659414 · Appointed 10 Dec 2014 · Until 5 Feb 2019
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