Date authorised
1 April 2013
Companies House
07263670
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    4 Turnberry House
    4400 Parkway
    Whiteley
    Fareham
    Hampshire
    PO15 7FJ
    UNITED KINGDOM
    Phone
    +4401489565980
  • Complaints Contact

    4 Turnberry House
    4400 Parkway
    Whiteley
    Hampshire
    PO15 7FJ
    UNITED KINGDOM
    Phone
    +4401489565980

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 Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For 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.
  • Arranges Investments

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

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding the administration of debt management plans In this limitation debt management plans are 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".
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

Approved individuals

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

  • Daniel Planner

    IRN DXP00183

    • [FCA CF] Significant management (since 4 Jan 2021)
  • Darren O'Neill

    IRN DXO00047

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Jan 2021)
  • David Prynn

    IRN DXP00181

    • [FCA CF] Functions requiring qualifications (26 Oct 2020 to 2 Jan 2026)
  • Esther Geraldine Johanna Planner

    IRN EGP01020

    • [FCA CF] Manager of certification employee (since 4 Jan 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 3 May 2016)
    • [FCA CF] CASS oversight function (4 Jan 2021 to 5 Jan 2021)
    • Responsible for Insurance Mediation (24 May 2011 to 30 Sep 2018)
    • CF1 Director (4 Jan 2011 to 8 Dec 2019)
  • Harry Raymond

    IRN HXR00329

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Mar 2026)
  • Joanna Houghton

    IRN JXH00394

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Jan 2021)
  • Marc Paul John Fortune

    IRN MPF01034

    • Responsible for Insurance Mediation (19 Feb 2011 to 19 Sep 2011)
    • CF1 Director (19 Feb 2011 to 19 Sep 2011)
  • Russell Vernon

    IRN RXV00028

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Jan 2021)
  • Shana Louise Clarkson

    IRN SLC01122

    • [FCA CF] Client dealing (since 1 Mar 2024)
  • Simon Blake

    IRN SXB02247

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 28 Sep 2022)
    • [FCA CF] Client dealing (since 28 Sep 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Lead5 limited (no longer appointed)

    FRN 801212 · Appointed 4 Feb 2019 · Until 5 Nov 2020

Recent activity

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

No changes recorded yet.