Date authorised
21 April 2022
Companies House
13055116
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    44 Alfred Street
    Neath
    Castell-nedd Port Talbot
    SA11 1EH
    UNITED KINGDOM
    Phone
    +441639262222
  • Complaints Contact

    44 Alfred Street
    Neath
    Castell-nedd Port Talbot
    SA11 1EH
    UNITED KINGDOM
    Phone
    +441639262222

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

  • 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.
  • 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

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Aled Rowland

    IRN AXR01160

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Feb 2026)
  • Anthony David Jukes

    IRN AXJ08935

    • CF1 Director (AR) (since 14 Nov 2025)
  • Ashley James Nicholls

    IRN AXN00091

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 23 Jan 2025)
  • Bethan Louise Thomas

    IRN BXT00160

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 1 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2025)
  • Christopher John Davies

    IRN CXD25487

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • CF1 Director (AR) (since 19 Aug 2025)
    • SMF1 Chief Executive (since 22 Jun 2022)
    • SMF3 Executive Director (since 22 Jun 2022)
    • Responsible for Insurance Distribution (since 21 Apr 2022)
    • [FCA CF] Functions requiring qualifications (since 21 Apr 2022)
    • SMF16 Compliance Oversight (since 21 Apr 2022)
    • Responsibility for MCD Intermediation (since 21 Apr 2022)
  • Daniel John Jones Bailey

    IRN DXB00193

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2025)
    • CF1 Director (AR) (since 22 May 2024)
  • Gareth Llyr Morgan

    IRN GXM00157

    • [FCA CF] Functions requiring qualifications (21 Apr 2022 to 31 Oct 2022)
  • Gethin Bennett

    IRN GXB00702

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2025)
  • Ieuan Williams

    IRN IXW00112

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 6 Aug 2025)
  • Jack Cooney

    IRN JXC00921

    • CF1 Director (AR) (since 19 Jun 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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