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.

  • Susan Ann Podger

    IRN SAP00010

    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF21 Investment Adviser (18 Dec 2003 to 31 Oct 2007)
  • Susan Hall

    IRN SXH00576

    • [FCA CF] Functions requiring qualifications (31 Aug 2022 to 26 May 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Jul 2021 to 26 May 2023)
  • Susan Jane Porter

    IRN SJP01325

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Oct 2023)
  • Susan Pauline Martin

    IRN SPM00005

    • CF21 Investment Adviser (18 Dec 2003 to 2 Aug 2004)
  • Susan Wilmot Rowe

    IRN SMS00032

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2020)
  • Terence Keogh

    IRN TXK00017

    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF21 Investment Adviser (29 Jan 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Jan 2006 to 29 Jan 2007)
  • Terry Marris

    IRN TXM01106

    • CF2 Non Executive Director (18 Dec 2003 to 30 Jun 2004)
  • Thomas Edward Barrass

    IRN TXB01354

    • CF1 Director (AR) (2 Nov 2020 to 29 Aug 2024)
  • Thomas Gledhill

    IRN TXG00061

    • [FCA CF] Functions requiring qualifications (20 Sep 2021 to 30 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (6 Aug 2021 to 30 Sep 2024)
  • Thomas Jolly

    IRN TXJ00096

    • Appointed representative dealing with clients for which they require qualification (15 Nov 2021 to 24 Oct 2023)
    • [FCA CF] Functions requiring qualifications (8 Oct 2021 to 24 Oct 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.