Date authorised
1 April 2013
Companies House
02457440
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Baines House
    4 Midgery Court
    Fulwood
    Preston
    Lancashire
    PR2 9ZH
    UNITED KINGDOM
    Phone
    +4408001884822
  • Complaints Contact

    Baines House
    4 Midgery Court
    Fulwood
    Preston
    Lancashire
    PR2 9ZH
    UNITED KINGDOM
    Phone
    +4401772540287

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

  • 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

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Negotiation

    Show 1 limitation
    • · Limited to Debt Adjusting on a commercial basis
  • Debt Advice

    Show 1 limitation
    • · Limited to Debt Counselling on a commercial basis
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • 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.

  • Gary Sargeant

    IRN GXS00255

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Mar 2021)
  • Gavin John Charles

    IRN GXC00206

    • Appointed representative dealing with clients for which they require qualification (15 Jul 2020 to 29 Aug 2024)
  • Geoff Hunter

    IRN GXH00047

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jan 2020)
  • Geoffrey Neil Bell

    IRN GNB01033

    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 18 Oct 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • George Ernest Bell

    IRN GEB00020

    • CF1 Director (AR) (22 Jan 2021 to 1 Jun 2021)
  • George Shaw Knowles

    IRN GXS00244

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 28 Mar 2023)
    • Appointed representative dealing with clients for which they require qualification (since 6 Jan 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jan 2020)
  • George Wotton

    IRN GXW00009

    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF21 Investment Adviser (25 Oct 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (6 Apr 2004 to 25 Oct 2004)
  • Georgina Callaghan

    IRN GXC00353

    • SMF24 Chief Operations (1 Dec 2023 to 31 Jan 2025)
    • [FCA CF] Significant management (15 Feb 2022 to 10 Jul 2024)
  • Gillian Kent

    IRN GXK00067

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 8 Aug 2024)
  • Gillian Ray

    IRN GXR00105

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 5 Apr 2023)
    • Appointed representative dealing with clients for which they require qualification (since 6 Jan 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jan 2020)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.