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.

  • Megan Geldart

    IRN MXG00509

    • [FCA CF] Functions requiring qualifications (5 Apr 2023 to 3 Oct 2023)
    • Appointed representative dealing with clients for which they require qualification (12 Aug 2022 to 3 Oct 2023)
  • Michael Ahmed

    IRN MXA00099

    • [FCA CF] Manager of certification employee (28 Sep 2020 to 26 Oct 2023)
  • Michael Andrew Newton-Smith

    IRN MAS01458

    • Appointed representative dealing with clients for which they require qualification (21 May 2020 to 9 Oct 2020)
  • Michael Edward Rohan

    IRN MXR00256

    • Appointed representative dealing with clients for which they require qualification (15 Nov 2021 to 12 Sep 2022)
  • Michael Faulkner

    IRN MXF00158

    • 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 22 Jun 2020)
  • Michael John Vicary

    IRN MJV00004

    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF21 Investment Adviser (12 Sep 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (18 Jan 2005 to 12 Sep 2006)
  • Michael Johnes

    IRN MXJ00021

    • [FCA CF] Functions requiring qualifications (11 Oct 2022 to 27 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (11 Oct 2022 to 27 Sep 2024)
  • Michael McGarvey

    IRN MXM00430

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2020)
  • Michael McGee

    IRN MJM00066

    • Appointed representative dealing with clients for which they require qualification (6 Jan 2020 to 19 Nov 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jan 2020)
  • Michael Peter Hardy

    IRN MPH00049

    • 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)
    • CF1 Director (AR) (21 May 2014 to 9 Feb 2016)

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.