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.

  • Richard Gelder

    IRN RXG00136

    • [FCA CF] Significant management (since 28 Feb 2021)
  • Richard Henry George Banner

    IRN RHB01081

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jul 2020)
  • Richard James Finney

    IRN RXF00104

    • Appointed representative dealing with clients for which they require qualification (9 May 2022 to 29 Aug 2024)
    • [FCA CF] Functions requiring qualifications (9 May 2022 to 28 Mar 2023)
  • Richard John Beasley

    IRN RJB01377

    • Appointed representative dealing with clients for which they require qualification (15 Nov 2021 to 29 Sep 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Sep 2022)
  • Richard John Overson

    IRN RJO00011

    • Responsibility for MCD Intermediation (21 Mar 2016 to 11 Aug 2017)
    • CF10 Compliance Oversight (12 Nov 2014 to 11 Aug 2017)
    • CF1 Director (AR) (30 Jan 2009 to 11 Apr 2018)
    • CF3 Chief Executive (AR) (30 Jan 2009 to 1 Jun 2012)
    • CF8 Apportionment and Oversight (16 Apr 2008 to 31 Mar 2009)
    • CF3 Chief Executive (16 Apr 2008 to 1 Jun 2012)
    • CF22 Investment Adviser (Trainee) (18 Dec 2003 to 5 May 2005)
    • CF1 Director (18 Dec 2003 to 11 Apr 2018)
  • Richard Mark Dilloway

    IRN RMD00021

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 May 2021)
  • Richard Miller

    IRN RXM00342

    • Appointed representative dealing with clients for which they require qualification (9 Mar 2022 to 24 Oct 2023)
    • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 24 Oct 2023)
  • Richard Paul Moore

    IRN RPM01089

    • [FCA CF] Functions requiring qualifications (6 Dec 2022 to 27 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (26 Oct 2020 to 18 Aug 2022)
  • Richard Wetherill

    IRN RXW00019

    • [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)
  • Richard William Mark Haste

    IRN RWH01141

    • CF30 Customer (1 Nov 2007 to 18 Dec 2009)
    • CF22 Investment Adviser (Trainee) (1 Oct 2007 to 31 Oct 2007)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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