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.

  • Joanna McEwan

    IRN JXR00213

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Oct 2025)
  • Joanna Philippa Louise Everett

    IRN JXE00080

    • Appointed representative dealing with clients for which they require qualification (15 Dec 2020 to 30 Sep 2021)
  • Joanna Slavin

    IRN JXS03924

    • Appointed representative dealing with clients for which they require qualification (29 Feb 2024 to 20 Feb 2026)
  • Joanna Streames

    IRN JXS20222

    • CF1 Director (AR) (since 12 Sep 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Nov 2025)
  • Joanne Blackburn

    IRN JXB00667

    • [FCA CF] Significant management (1 Nov 2020 to 11 Nov 2024)
  • Joanne Douglas

    IRN JXD00232

    • Appointed representative dealing with clients for which they require qualification (2 Jul 2020 to 31 Aug 2021)
  • Joanne Ellen Badger

    IRN JXB00551

    • [FCA CF] Significant management (27 Sep 2023 to 24 Mar 2026)
    • SMF18 Other Overall Responsibility (15 Oct 2021 to 19 Aug 2022)
  • Joanne Haigh

    IRN JXH00345

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Mar 2025)
  • Joanne Ives

    IRN JXI00014

    • Appointed representative dealing with clients for which they require qualification (27 Apr 2020 to 31 Oct 2022)
  • Joanne Lesley Kimpton

    IRN JXK00132

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Jan 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.