Date authorised
1 April 2013
Companies House
04837523
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    276 Station Road
    Bamber Bridge
    Preston
    Lancs
    PR5 6EB
    UNITED KINGDOM
    Phone
    +441772620000
  • Complaints Contact

    276 Station Road
    Bamber Bridge
    Preston
    Lancs
    PR5 6EB
    UNITED KINGDOM
    Phone
    +4401772620000

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

  • 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.
  • 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”.
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

  • Credit Score Services

    Show 1 limitation
    • · This permission is limited to not carrying out credit repair services

Approved individuals

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

  • Andrey Davidson

    IRN AXD32321

    • [FCA CF] Functions requiring qualifications (1 Mar 2021 to 30 Aug 2024)
  • Angela Stephanie Wharton

    IRN ASW00026

    • [FCA CF] Functions requiring qualifications (9 Jan 2020 to 12 Jul 2024)
  • Clare Ferreira

    IRN CXF34531

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 27 Feb 2020)
  • Gareth Watts

    IRN GXW00113

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 11 Mar 2025)
  • Georgia Kimberley Madden

    IRN GXM00313

    • [FCA CF] Functions requiring qualifications (19 May 2025 to 28 Jul 2025)
  • John-Paul Harding

    IRN JXH02239

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Mar 2025)
  • Kevin Michael Duckworth

    IRN KMD01038

    • CF1 Director (31 Oct 2004 to 10 Jan 2018)
  • Natasha Moodie

    IRN NXM00658

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 22 May 2025)
  • Sean Anthony Whalen

    IRN SAT00035

    • [FCA CF] Functions requiring qualifications (14 Oct 2024 to 23 Jan 2025)
  • Sharon Duckworth

    IRN SXD01461

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Jan 2020)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • CF10 Compliance Oversight (3 May 2019 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (31 Oct 2004 to 31 Mar 2009)
    • CF1 Director (31 Oct 2004 to 8 Dec 2019)

Recent activity

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

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