Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
83 RidgewaySherborneDorsetDT9 6DBUNITED KINGDOM- Phone
- +447964000361
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Complaints Contact
Lisbury HouseCole RoadBrutonSomersetBA10 0DDUNITED KINGDOM- Phone
- +447964000361
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · 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”.
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Mortgage Setup
For Customer, Regulated mortgage contract
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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.
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Andrew Morgan
IRN AXM05294
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 16 May 2024)
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Jamie Cullen
IRN JXC03285
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Sole trader dealing with clients for which they require qualification (since 21 Nov 2024)
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Timothy Rees
IRN TXR00071
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 11 Nov 2025)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.