Date authorised
1 April 2013
Companies House
06585639
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Suite 4, Bridge House
    7 Bridge Street
    Taunton
    Somerset
    TA1 1TG
    UNITED KINGDOM
    Phone
    +4401823286271
  • Complaints Contact

    Suite 4, Bridge House
    7 Bridge Street
    Taunton
    Somerset
    TA1 1TG
    UNITED KINGDOM
    Phone
    +4401823286271

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 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 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 2 limitations
    • · 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”.
    • · This permission is limited to debt counselling with no debt management activity
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

Approved individuals

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

  • Jack Easton

    IRN JXE00124

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 6 Sep 2023)
  • James Clark

    IRN JXC00372

    • [FCA CF] Functions requiring qualifications (25 Jan 2022 to 8 Sep 2023)
  • James Smith

    IRN JXS00449

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF3 Executive Director (since 10 Jan 2023)
    • Responsibility for MCD Intermediation (since 10 Jan 2023)
    • Responsible for Insurance Distribution (since 10 Jan 2023)
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2021)
  • Jamie George Griffiths

    IRN JXG00539

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 3 Mar 2025)
  • Julian Ward

    IRN JXW01991

    • 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 Jan 2021)
  • Kallum Gavin

    IRN KXG00218

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 26 Apr 2022)
  • Katherine Hannaford

    IRN KXH00114

    • [FCA CF] Functions requiring qualifications (1 Jan 2021 to 16 Jun 2023)
  • Lauren Ruth Day

    IRN LXD22872

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 14 Feb 2025)
  • Louis Down

    IRN LXD00263

    • SMF3 Executive Director (since 16 Dec 2022)
  • Louise Barrington

    IRN LXP01230

    • [FCA CF] Functions requiring qualifications (1 Jan 2021 to 11 Jun 2021)

Recent activity

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

No changes recorded yet.