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.

  • Jason Howard White

    IRN JHW01090

    • Appointed representative dealing with clients for which they require qualification (27 Jan 2020 to 3 Oct 2022)
  • Jason Lee Foster

    IRN JLF01038

    • [FCA CF] Manager of certification employee (17 Aug 2020 to 5 May 2023)
  • Jeffrey Meggeson

    IRN JXM00454

    • Appointed representative dealing with clients for which they require qualification (15 Nov 2021 to 3 Mar 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Mar 2023)
  • Jeffrey Robert Major

    IRN JRM00021

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2020)
    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF21 Investment Adviser (14 Oct 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Apr 2004 to 14 Oct 2004)
  • Jennifer Agar

    IRN JXA00190

    • [FCA CF] Manager of certification employee (1 Mar 2021 to 31 Oct 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Feb 2021)
  • Jennifer Harte

    IRN JXH00469

    • Appointed representative dealing with clients for which they require qualification (19 Oct 2020 to 10 Mar 2023)
  • Joanne Jones

    IRN JXJ00007

    • [FCA CF] Functions requiring qualifications (26 Oct 2020 to 6 Apr 2021)
    • Appointed representative dealing with clients for which they require qualification (26 Oct 2020 to 6 Apr 2021)
  • Joe Crotty

    IRN JXC00488

    • Appointed representative dealing with clients for which they require qualification (6 Jan 2020 to 23 Jul 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jan 2020)
  • John Albert Ibbs

    IRN JAI00005

    • Appointed representative dealing with clients for which they require qualification (12 Feb 2021 to 21 Mar 2022)
  • John Allan Burrell

    IRN JAB00012

    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF21 Investment Adviser (18 Dec 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (18 Jun 2003 to 3 Sep 2003)

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.