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.

  • Sharon Elizabeth Margaret Marshall

    IRN SEM01076

    • Appointed representative dealing with clients for which they require qualification (22 Jun 2022 to 16 Sep 2022)
    • [FCA CF] Functions requiring qualifications (22 Jun 2022 to 16 Sep 2022)
  • Sharon Wallington

    IRN SXW00045

    • CF22 Investment Adviser (Trainee) (29 Jan 2004 to 9 Apr 2004)
  • Shaun Rollitt

    IRN SXR86075

    • Appointed representative dealing with clients for which they require qualification (28 Mar 2023 to 19 Jun 2023)
    • [FCA CF] Functions requiring qualifications (19 May 2022 to 19 Jun 2023)
  • Shaun Ronald Jellis

    IRN SRJ00008

    • CF30 Customer (1 Nov 2007 to 1 Aug 2008)
    • CF21 Investment Adviser (18 Dec 2003 to 31 Oct 2007)
  • Shirley Corbett

    IRN SXC00110

    • CF22 Investment Adviser (Trainee) (9 Nov 2004 to 10 Jun 2005)
  • Shona Mair

    IRN SXM00050

    • CF1 Director (AR) (2 Nov 2020 to 31 Mar 2023)
  • Simon Christopher Thompson

    IRN SCT01036

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (AR) (since 18 Nov 2014)
    • CF1 Director (18 Oct 2013 to 8 Dec 2019)
  • Simon Malcolm Russell

    IRN SXR00262

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 24 Oct 2023)
  • Simon Restieaux

    IRN SXR49823

    • Appointed representative dealing with clients for which they require qualification (15 Nov 2021 to 29 Jul 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Jul 2022)
  • Simon Richard Drew

    IRN SRD01080

    • CF1 Director (AR) (15 Sep 2021 to 31 Jul 2025)
    • SMF3 Executive Director (14 Jul 2021 to 31 Jul 2025)
    • SMF2 Chief Finance (14 Jul 2021 to 31 Jul 2025)
    • SMF24 Chief Operations (14 Jul 2021 to 4 Dec 2023)

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.