Date authorised
18 November 2020
Companies House
12560341
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Lanier House
    Tweentown
    Cheddar
    Somerset
    BS27 3JD
    UNITED KINGDOM
    Phone
    +4401275244360
  • Complaints Contact

    Lanier House
    Tweentown
    Cheddar
    Somerset
    BS27 3JD
    UNITED KINGDOM
    Phone
    +440785998667

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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 Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Credit Brokering

  • Debt Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the conclusion or administration of 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”.
  • Debt Plan Admin

  • Mortgage Setup

    For Customer, Regulated mortgage contract

Approved individuals

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

  • Barry Charles Bailey

    IRN BCB01031

    • SMF3 Executive Director (since 18 Nov 2020)
  • Brian Mullis

    IRN BXM00223

    • [FCA CF] Functions requiring qualifications (10 Apr 2023 to 1 Mar 2024)
  • Charlotte Tullett

    IRN CXT77243

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 18 Nov 2020)
    • Responsibility for MCD Intermediation (since 18 Nov 2020)
    • Responsible for Insurance Distribution (since 18 Nov 2020)
    • SMF16 Compliance Oversight (since 18 Nov 2020)
    • SMF3 Executive Director (since 18 Nov 2020)

Recent activity

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

No changes recorded yet.