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.

  • Hazel Carter

    IRN HCC00004

    • CF30 Customer (10 Dec 2012 to 7 Feb 2014)
  • Heather Murdoch

    IRN HXM00070

    • [FCA CF] Significant management (9 Dec 2019 to 1 Jun 2023)
  • Ian Craig Branagh

    IRN ICB00010

    • CF21 Investment Adviser (16 Nov 2006 to 15 Oct 2007)
  • Ian David Tolley

    IRN IDT00002

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Apr 2021)
    • CF30 Customer (4 Dec 2012 to 8 Dec 2019)
    • CF22 Investment Adviser (Trainee) (16 Feb 2007 to 31 Oct 2007)
  • Ian Donald Cormack

    IRN IDC01037

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 9 May 2023)
    • CF2 Non Executive Director (20 Jul 2016 to 8 Dec 2019)
  • Ian Rosenheck

    IRN IXR01292

    • [FCA CF] Functions requiring qualifications (4 May 2022 to 31 Oct 2023)
  • Ilona Curtis

    IRN IMC00021

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Apr 2021)
  • Irina Kendix

    IRN IXK01387

    • [FCA CF] Significant management (since 25 Sep 2024)
  • Jack Wilby

    IRN JXW00220

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Jacqueline Margaret Hart

    IRN JXH00254

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)

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.