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.

  • Andrew Kowalski

    IRN AMK00010

    • CF30 Customer (1 Nov 2007 to 30 Nov 2012)
    • CF21 Investment Adviser (16 Nov 2006 to 31 Oct 2007)
  • Andrew Mark Parsons

    IRN AMP01157

    • [FCA CF] Significant management (1 Sep 2023 to 1 Dec 2023)
  • Andrew Peter Megson

    IRN APM01070

    • CF29 Significant management (1 Nov 2007 to 3 Sep 2008)
    • CF17 Significant Mgt (Other Business Operations) (10 Aug 2007 to 31 Oct 2007)
  • Andrew Philip Reed

    IRN APR01093

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Apr 2021)
    • CF30 Customer (11 Sep 2018 to 8 Dec 2019)
  • Andrew Stead

    IRN AXS00476

    • [FCA CF] Significant management (25 Feb 2021 to 30 Nov 2023)
  • Andrew Stephen Melcher

    IRN ASM01090

    • SMF9 Chair of the Governing Body (9 Dec 2019 to 31 Dec 2022)
    • CF2 Non Executive Director (1 Aug 2016 to 8 Dec 2019)
  • Andy McBride

    IRN AXM02696

    • [FCA CF] Client dealing (17 Apr 2020 to 26 Jul 2024)
    • CF30 Customer (17 Apr 2020 to 20 Dec 2022)
    • [FCA CF] Functions requiring qualifications (17 Apr 2020 to 26 Jul 2024)
  • Anna Wyse

    IRN AXW26399

    • [FCA CF] Significant management (since 8 Sep 2025)
  • Arshil Jamal

    IRN AXJ01388

    • CF2 Non Executive Director (AR) (since 8 Apr 2026)
    • Director of firm who is not a certification employee or a SMF manager (since 1 Apr 2026)
  • Arthur Leslie Owen

    IRN ALO01015

    • CF2 Non Executive Director (18 Jun 2010 to 25 Nov 2014)

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.