Date authorised
15 October 2018
Companies House
04582045
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    20 Barttelot Road
    Horsham
    West Sussex
    RH12 1DQ
    UNITED KINGDOM
    Phone
    +441403272625
  • Complaints Contact

    20 Barttelot Road
    Horsham
    West Sussex
    RH12 1DQ
    UNITED KINGDOM
    Phone
    +441403272625

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

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, 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.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, 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 1 limitation
    • · 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”.
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Abbie Gaul

    IRN AXG00160

    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 30 Aug 2021)
  • Catherine Crisp

    IRN CXC00986

    • [FCA CF] Functions requiring qualifications (28 Oct 2025 to 10 Nov 2025)
  • Dale Anthony Clifford Jannels

    IRN DAJ01087

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsibility for MCD Intermediation (since 15 Oct 2018)
    • Responsible for Insurance Distribution (since 15 Oct 2018)
    • Responsible for Insurance Mediation (15 Oct 2018 to 15 Oct 2018)
    • CF1 Director (15 Oct 2018 to 8 Dec 2019)
    • CF10 Compliance Oversight (15 Oct 2018 to 8 Dec 2019)
  • Gema Davidson-Fernandez

    IRN GXD00080

    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 26 Feb 2021)
  • Isabella Kate Meisinger

    IRN IXM00144

    • [FCA CF] Functions requiring qualifications (23 Apr 2021 to 20 Aug 2021)
  • James Adkin

    IRN JXA00207

    • [FCA CF] Functions requiring qualifications (22 Apr 2021 to 31 Aug 2021)
  • Kelly Louise Gibson

    IRN KXG00249

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 27 Oct 2022)
  • Mark Edward Reynolds

    IRN MXR00200

    • [FCA CF] Functions requiring qualifications (4 Jun 2021 to 29 Jun 2021)
  • Neal Andrew Jannels

    IRN NAJ01057

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (15 Oct 2018 to 8 Dec 2019)
  • Paul Green

    IRN PXG00164

    • [FCA CF] Functions requiring qualifications (17 May 2022 to 29 Jun 2022)

Recent activity

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

No changes recorded yet.