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.

  • Glen Pike

    IRN GXP00043

    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF22 Investment Adviser (Trainee) (22 May 2007 to 31 Oct 2007)
  • Graham Andrew Clelland

    IRN GXC01428

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jul 2020)
  • Graham Eric Hodgson

    IRN GEH00003

    • CF1 Director (AR) (18 May 2020 to 9 Jan 2022)
  • Graham Moore-Grundy

    IRN GXM00202

    • Appointed representative dealing with clients for which they require qualification (27 Jan 2020 to 2 Mar 2021)
    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF21 Investment Adviser (27 Jun 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (31 Oct 2005 to 27 Jun 2006)
  • Graham Tate

    IRN GXT01271

    • [FCA CF] Functions requiring qualifications (18 Jul 2022 to 3 Oct 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Oct 2023)
  • Grayham Carl Monk

    IRN GCM00013

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
  • Greg May

    IRN GJM00008

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Jul 2020)
  • Hadrian Whittle

    IRN HXW00046

    • 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 9 Dec 2019)
  • Harris Black

    IRN HXB00019

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Oct 2020)
  • Hetal Gohil

    IRN HXG00235

    • [FCA CF] Manager of certification employee (since 24 Mar 2025)

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.