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.

  • Lynette McNally

    IRN LXM00548

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2024)
  • Mark Baker

    IRN MXB00403

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2021)
  • Mark Bevan

    IRN MXB00404

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF3 Executive Director (since 13 Jan 2023)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 13 Jan 2023)
    • SMF16 Compliance Oversight (since 13 Jan 2023)
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2021)
  • Megan Litten-Lloyd

    IRN MXF00499

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

    IRN PXD13343

    • SMF17 Money Laundering Reporting Officer (MLRO) (27 Jun 2021 to 27 Jan 2023)
    • SMF16 Compliance Oversight (1 Feb 2020 to 27 Jan 2023)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 1 Sep 2023)
    • SMF3 Executive Director (9 Dec 2019 to 1 Feb 2023)
    • CF1 Director (23 Apr 2019 to 8 Dec 2019)
  • Philip James Small

    IRN PJS01272

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2021)
  • Robert Plaistow

    IRN RXP00175

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF3 Executive Director (since 23 Jan 2023)
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2021)
  • Sadiq Ahadi

    IRN SXA02566

    • [FCA CF] Functions requiring qualifications (2 Jan 2024 to 29 Nov 2024)
  • Sarah Grace Bevan

    IRN SXB03824

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2023)
  • Trevor Cant

    IRN TXC00109

    • [FCA CF] Functions requiring qualifications (1 Jan 2021 to 19 Jul 2022)

Recent activity

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

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