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.

  • Adrian Brighton

    IRN AXB00112

    • CF30 Customer (1 Nov 2007 to 1 Mar 2019)
    • CF21 Investment Adviser (27 Feb 2007 to 31 Oct 2007)
  • Alastair Rowbottom

    IRN AXR00007

    • CF30 Customer (20 Apr 2010 to 30 Nov 2012)
  • Albert Edward Bernard Wiegman

    IRN AEW01044

    • CF2 Non Executive Director (29 Apr 2008 to 26 Nov 2009)
  • Alexander Duncan

    IRN AXD01270

    • CF28 Systems and controls (8 Jan 2013 to 5 Mar 2018)
  • Alison Jane Wren

    IRN AJW01511

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 6 Dec 2021)
  • Alison Weir

    IRN AXR01699

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (12 Mar 2010 to 8 Dec 2019)
  • Amanda Jane Rigden

    IRN AJR00002

    • CF30 Customer (1 Nov 2007 to 7 Mar 2008)
    • CF21 Investment Adviser (25 Sep 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Apr 2007 to 25 Sep 2007)
  • Andrew Bodman

    IRN AXB04199

    • [FCA CF] Functions requiring qualifications (21 Sep 2023 to 8 Jul 2025)
    • [FCA CF] Client dealing (21 Sep 2023 to 8 Jul 2025)
  • Andrew Chadwick

    IRN AJC00048

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Manager of certification employee (since 30 Aug 2023)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Andrew John Clare

    IRN AJC00095

    • CF30 Customer (5 Apr 2017 to 9 May 2017)

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.