Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Open Vision Finance2 Heron Gate Office ParkHankridge WayTauntonSomersetTA1 2LRUNITED KINGDOM- Phone
- +4401823444022
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Complaints Contact
Open Vision Finance2 Heron Gate Office ParkHankridge WayTauntonSomersetTA1 2LRUNITED KINGDOM- Phone
- +4401823444022
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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P2P Lending Advice
For Commercial, Retail (Non-Investment Insurance)
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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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Debt Advice
Show 1 limitation Hide limitations
- · 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."
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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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Almantas Guzovijus
IRN AXG00367
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Apr 2022)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Apr 2022)
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David O'Hare
IRN DXO00123
- Appointed representative dealing with clients for which they require qualification (14 Mar 2022 to 15 Oct 2024)
- [FCA CF] Functions requiring qualifications (14 Mar 2022 to 15 Oct 2024)
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Joseph Pattison
IRN JXP00888
- [FCA CF] Functions requiring qualifications (13 Nov 2023 to 26 Mar 2024)
- Appointed representative dealing with clients for which they require qualification (13 Nov 2023 to 26 Mar 2024)
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Joshua Cridlin
IRN JXC00595
- [FCA CF] Functions requiring qualifications (1 Feb 2021 to 13 Jun 2024)
- Appointed representative dealing with clients for which they require qualification (1 Feb 2021 to 13 Jun 2024)
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Justin Phillips
IRN JXP00384
- 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 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [FCA CF] Manager of certification employee (since 9 Dec 2019)
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Kelly Jai Lush
IRN KXL00135
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Significant management (since 9 Dec 2019)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [FCA CF] Manager of certification employee (since 9 Dec 2019)
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Kevin Anthony Shore
IRN KXS00251
- Appointed representative dealing with clients for which they require qualification (30 Nov 2020 to 19 Jul 2021)
- [FCA CF] Functions requiring qualifications (30 Nov 2020 to 19 Jul 2021)
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Stephen Michael Woodbridge
IRN SXW00453
- Appointed representative dealing with clients for which they require qualification (3 Jul 2023 to 31 Mar 2025)
- [FCA CF] Functions requiring qualifications (3 Jul 2023 to 31 Mar 2025)
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William Marshfield
IRN WXM00085
- [FCA CF] Functions requiring qualifications (4 Jan 2021 to 30 Mar 2022)
- Appointed representative dealing with clients for which they require qualification (4 Jan 2021 to 30 Mar 2022)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.