Date authorised
1 April 2013
Companies House
SC225548
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    88 Henderson Street
    Bridge of Allan
    Stirlingshire
    FK9 4HA
    UNITED KINGDOM
    Phone
    +4401786831459
  • Complaints Contact

    88 Henderson Street
    Bridge of Allan
    Stirlingshire
    FK9 4HA
    UNITED KINGDOM
    Phone
    +4401786831459

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

  • 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.

  • Arlene Patel

    IRN AXP01674

    • [FCA CF] Client dealing (since 1 Dec 2025)
  • Caroline Russell

    IRN CXR01390

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 25 Nov 2025)
  • Chelanne Hale

    IRN CXH01466

    • CF8 Apportionment and Oversight (31 Oct 2004 to 31 Mar 2009)
    • CF1 Director (31 Oct 2004 to 30 Nov 2010)
  • Geradine Ann Watson Watson

    IRN GAW01088

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 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 1 Dec 2020)
  • Jack Robert Zanelli

    IRN JXZ00059

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
    • [FCA CF] Significant management (since 1 Nov 2025)
  • Julie Claire Zanelli

    IRN JCK01071

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 25 Aug 2016)
    • CF1 Director (7 Aug 2008 to 8 Dec 2019)
    • Responsible for Insurance Mediation (7 Aug 2008 to 30 Sep 2018)
  • Madalaine Ann Scott Kelly

    IRN MAK01120

    • CF1 Director (28 Jan 2011 to 1 Dec 2013)
    • Responsible for Insurance Mediation (14 Jan 2005 to 1 Aug 2008)
    • CF8 Apportionment and Oversight (31 Oct 2004 to 1 Aug 2008)

Recent activity

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

No changes recorded yet.