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.

  • Lindsay John Stephenson

    IRN LJS00017

    • CF30 Customer (1 Nov 2007 to 25 Mar 2009)
    • CF21 Investment Adviser (25 Oct 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Apr 2004 to 25 Oct 2004)
  • Lloyd Kinsey

    IRN LXK00015

    • CF30 Customer (27 Oct 2009 to 18 Dec 2009)
  • Louise Ann Playne

    IRN LXP00091

    • Appointed representative dealing with clients for which they require qualification (14 Oct 2020 to 30 Oct 2020)
  • Louise Anne Sherlock

    IRN LXS00267

    • Appointed representative dealing with clients for which they require qualification (28 Sep 2022 to 5 Jan 2023)
  • Lukas Martin Bucher

    IRN LMB01173

    • Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
    • CF2 Non Executive Director (29 Nov 2017 to 8 Dec 2019)
  • Luke Turner

    IRN LXT00090

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 3 Mar 2023)
  • Lynda Joyce

    IRN LXJ00060

    • 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 4 Jan 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Dec 2021)
  • Macauley Johnstone

    IRN MXJ00327

    • [FCA CF] Functions requiring qualifications (12 Aug 2022 to 3 Mar 2023)
  • Marc Orme

    IRN MXO00088

    • 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 7 Sep 2020)
  • Mark Alan Wisdom

    IRN MXW00257

    • Appointed representative dealing with clients for which they require qualification (18 Aug 2020 to 31 Jan 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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