Date authorised
1 April 2013
Companies House
05125701
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Enterprise House
    Bancroft Road
    Reigate
    Surrey
    RH2 7RP
    UNITED KINGDOM
    Phone
    +441737233413
  • Complaints Contact

    Enterprise House
    Bancroft Road
    Reigate
    Surrey
    RH2 7RP
    UNITED KINGDOM
    Phone
    +441737233413

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 Professional, Retail (Investment)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Funeral plan contract, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • 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.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Professional, Retail (Investment), Retail (Non-Investment Insurance), Debenture, Funeral plan contract, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Professional, Retail (Investment), Retail (Non-Investment Insurance), Debenture, Funeral plan contract, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Paul John Edward Bougon

    IRN PJB00010

    • CF30 Customer (16 Mar 2010 to 15 Mar 2011)
  • Paul Mawhinney

    IRN PXM00271

    • [FCA CF] Significant management (since 3 Apr 2025)
    • CF1 Director (AR) (21 Mar 2011 to 9 Sep 2014)
  • Paul Mills

    IRN PXM42294

    • [FCA CF] Significant management (27 Oct 2023 to 24 Feb 2025)
  • Paul Roderick MacLeod

    IRN PXM00162

    • CF30 Customer (27 May 2010 to 30 Nov 2012)
  • Paul Scholes

    IRN PXS01017

    • [FCA CF] Significant management (2 Mar 2026 to 3 Mar 2026)
  • Paul Thomas Woodward

    IRN PTW00007

    • CF30 Customer (12 Mar 2010 to 30 Nov 2012)
  • Paula Ryan

    IRN PJK01134

    • CF30 Customer (19 May 2010 to 25 Sep 2015)
  • Peter Robert Hales

    IRN PRH01065

    • CF2 Non Executive Director (28 Jun 2007 to 27 May 2010)
  • Peter Vincent Wallace

    IRN PVW00001

    • CF30 Customer (1 Nov 2007 to 7 May 2010)
    • CF22 Investment Adviser (Trainee) (30 Apr 2007 to 31 Oct 2007)
  • Philip Gillett

    IRN PDG01065

    • CF30 Customer (3 Jul 2020 to 21 Jul 2021)
    • [FCA CF] Functions requiring qualifications (3 Jul 2020 to 21 Jul 2021)

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.