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.

  • John Thomas Milner

    IRN JXM00549

    • Appointed representative dealing with clients for which they require qualification (15 Nov 2021 to 20 May 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 May 2022)
  • John Whyte

    IRN JXW00379

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 May 2020)
  • John William Oliver

    IRN JWO00004

    • CF22 Investment Adviser (Trainee) (2 Feb 2006 to 6 Jul 2007)
  • Jonathan Harrison

    IRN JXH00455

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 May 2024)
  • Jonathon Swift

    IRN JXS00502

    • 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 19 Nov 2020)
  • Joseph Robert Burton

    IRN JRB01255

    • Appointed representative dealing with clients for which they require qualification (15 Nov 2021 to 10 Jul 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Jul 2025)
  • Joseph Withers

    IRN JXW00685

    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 28 Mar 2023)
    • [FCA CF] Functions requiring qualifications (since 27 Oct 2022)
  • Judith Harwood

    IRN JXH01583

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Apr 2020)
  • Julie Brown

    IRN JXT00073

    • Appointed representative dealing with clients for which they require qualification (15 Nov 2021 to 23 May 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 May 2024)
  • Julie Marie Massey

    IRN JMM00067

    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF21 Investment Adviser (5 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Jan 2006 to 5 Oct 2006)

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.