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 Martin
IRN HXG01152
- (2688)SMF16 Compliance Oversight (since 2 Jun 2023)
- (2687)SMF17 Money Laundering Reporting Officer (MLRO) (since 2 Jun 2023)
- (2689)SMF4 Chief Risk (since 2 Jun 2023)
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Helen Renee Cilliers
IRN HRC01024
- (583)Appointed representative dealing with clients for which they require qualification (4 Oct 2022 to 2 Mar 2023)
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Helena Lucy Nugent
IRN HXC00078
- (1527)Appointed representative dealing with clients for which they require qualification (25 Mar 2024 to 2 Apr 2026)
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Henry Darlington
IRN HXD00233
- (577)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (578)Appointed representative dealing with clients for which they require qualification (since 30 Jun 2025)
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Henry Lincoln
IRN HXL00205
- (818)Appointed representative dealing with clients for which they require qualification (4 Aug 2025 to 13 Feb 2026)
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Hollie Barrett
IRN HXB00067
- (909)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Dec 2024)
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Hollie Cale
IRN HXC00064
- (952)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jul 2020)
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Hollie Reay
IRN HXR00271
- (803)Appointed representative dealing with clients for which they require qualification (24 Feb 2025 to 30 Apr 2026)
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Hollie Stones
IRN HXS00483
- (816)Appointed representative dealing with clients for which they require qualification (2 Aug 2024 to 16 May 2026)
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Holly Barker-House
IRN HXB00263
- (1225)Appointed representative dealing with clients for which they require qualification (29 Jul 2024 to 19 Dec 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Midlands Financial Services Ltd (no longer appointed)
FRN 581877 · Appointed 9 Sep 2014 · Until 7 Mar 2019
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Greenshoots Financial Services Ltd (no longer appointed)
FRN 631749 · Appointed 9 Sep 2014 · Until 14 Sep 2017
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Alexander Whyte Financial Solutions Ltd (no longer appointed)
FRN 631327 · Appointed 2 Sep 2014 · Until 17 Jan 2019
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Grosvenor Financial Strategies Ltd (no longer appointed)
FRN 630200 · Appointed 14 Aug 2014 · Until 2 Feb 2021
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Bespoke Financial Group Limited (no longer appointed)
FRN 628980 · Appointed 25 Jul 2014 · Until 6 Dec 2024
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Bespoke Financial (Yorkshire and East Riding) Ltd (no longer appointed)
FRN 628718 · Appointed 21 Jul 2014 · Until 31 Mar 2020
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Bespoke Financial Yorkshire Ltd (no longer appointed)
FRN 628279 · Appointed 15 Jul 2014 · Until 3 Sep 2025
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Right Way Financial Services Ltd (no longer appointed)
FRN 628200 · Appointed 14 Jul 2014 · Until 30 Dec 2015
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