Date authorised
9 October 2017
Companies House
10727295
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    46 Kemberton Drive
    Widnes
    Cheshire
    WA8 9FD
    UNITED KINGDOM
    Phone
    +441925240020
  • Complaints Contact

    46 Kemberton Drive
    Widnes
    Cheshire
    WA8 9FD
    UNITED KINGDOM
    Phone
    +441925240020

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

  • Insurance Admin

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

  • 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”.
  • 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

Approved individuals

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

  • Angela Michelle Pendlebury

    IRN AMP01246

    • CF1 Director (AR) (21 Jun 2021 to 7 Apr 2022)
  • Anthony John Gregori

    IRN AJG01325

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Client dealing (since 1 Aug 2023)
    • [FCA CF] Functions requiring qualifications (since 1 Aug 2023)
    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 11 Mar 2022)
  • Mark Ryan

    IRN MXR00001

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Mar 2022)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 9 Oct 2017)
    • CF10 Compliance Oversight (9 Oct 2017 to 8 Dec 2019)
    • CF30 Customer (9 Oct 2017 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (9 Oct 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (9 Oct 2017 to 30 Sep 2018)
    • CF1 Director (9 Oct 2017 to 8 Dec 2019)
  • Susan Marie Barlow

    IRN SMB01341

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (9 Oct 2017 to 8 Dec 2019)

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.