Date authorised
1 April 2013
Companies House
OC332820
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    79 Croydon Road
    Caterham
    Surrey
    CR3 6PD
    UNITED KINGDOM
    Phone
    +4402086608613
  • Complaints Contact

    79 Croydon Road
    Caterham
    Surrey
    CR3 6PD
    UNITED KINGDOM
    Phone
    +442086608613

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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
    • · This permission is limited to debt counselling with no debt management activity
  • 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.

  • Luca Reg Luciano Merlini-Stone

    IRN LXM00781

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 27 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 27 Jan 2025)
  • Luke David Delderfield

    IRN LXD00057

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Mark Bright

    IRN MXB00232

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Sep 2025)
  • Matthew Bryan Sherry

    IRN MXS00264

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Oliver Robin Buckley

    IRN OXB00021

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 22 Mar 2021)
    • [FCA CF] Functions requiring qualifications (since 22 Mar 2021)
  • Paul Michael Aldridge

    IRN PXA00094

    • Appointed representative dealing with clients for which they require qualification (2 Dec 2024 to 3 Sep 2025)
    • [FCA CF] Functions requiring qualifications (2 Dec 2024 to 3 Sep 2025)
  • Peter Robert Hunt

    IRN PRH01150

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • SMF27 Partner (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • CF1 Director (AR) (since 3 Dec 2019)
    • CF4 Partner (25 Apr 2008 to 8 Dec 2019)
  • Richard Howard Long

    IRN RXL00077

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Apr 2024)
  • Robin Fawke

    IRN RXF01295

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF27 Partner (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF1 Director (AR) (since 4 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 4 Apr 2016)
    • Responsible for Insurance Mediation (25 Apr 2008 to 30 Sep 2018)
    • CF4 Partner (25 Apr 2008 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (25 Apr 2008 to 31 Mar 2009)
  • Samantha Agate

    IRN SXA00152

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • 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.

Recent activity

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

No changes recorded yet.