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.

  • James Graham

    IRN JXG01790

    • CF2 Non Executive Director (23 Oct 2013 to 20 Feb 2014)
  • James Knighton

    IRN JXK00182

    • Appointed representative dealing with clients for which they require qualification (6 Jan 2020 to 1 Sep 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jan 2020)
  • James Leonard O'Hagan

    IRN JLO01015

    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF22 Investment Adviser (Trainee) (25 Sep 2006 to 31 Oct 2007)
  • James Perkin

    IRN JXP47187

    • SMF3 Executive Director (since 5 Jan 2026)
  • James Robert Bradbury

    IRN JRB00051

    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 15 Nov 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • James Roy Clark

    IRN JRC01095

    • CF1 Director (18 Oct 2006 to 21 Aug 2013)
  • James Sudworth

    IRN JXS00518

    • [FCA CF] Functions requiring qualifications (5 Apr 2023 to 3 Oct 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Oct 2023)
  • Jane Anne Kennedy

    IRN JAK01120

    • Director of firm who is not a certification employee or a SMF manager (since 8 Aug 2024)
  • Jane Harlow

    IRN JXH01002

    • Appointed representative dealing with clients for which they require qualification (29 Mar 2023 to 13 Dec 2023)
    • [FCA CF] Functions requiring qualifications (26 Oct 2022 to 29 Mar 2023)
  • Jane Harrison Baldwin

    IRN JHB00003

    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF21 Investment Adviser (15 Sep 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (5 Feb 2004 to 15 Sep 2004)

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.