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.

  • Sohail Patel

    IRN SXP00314

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 28 Mar 2023)
    • Appointed representative dealing with clients for which they require qualification (since 10 Mar 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Mar 2021)
  • Stephen Gordon Watkins

    IRN SGW00011

    • Appointed representative dealing with clients for which they require qualification (18 Aug 2020 to 4 Jan 2021)
  • Stephen Ian Yaffe

    IRN SIY00001

    • CF30 Customer (28 Oct 2009 to 18 Dec 2009)
  • Stephen James Groves

    IRN SJG00115

    • SMF7 Group Entity Senior Manager (since 28 May 2021)
    • SMF9 Chair of the Governing Body (since 9 Dec 2019)
    • CF2 Non Executive Director (21 Dec 2017 to 8 Dec 2019)
  • Stephen James Kay-Jones

    IRN SJK01138

    • Appointed representative dealing with clients for which they require qualification (15 Dec 2022 to 27 Apr 2024)
    • CF1 Director (AR) (17 Nov 2022 to 27 Apr 2024)
  • Stephen Lucas

    IRN SXL00234

    • [FCA CF] Functions requiring qualifications (29 Mar 2023 to 20 May 2024)
    • Appointed representative dealing with clients for which they require qualification (13 Sep 2021 to 20 May 2024)
  • Stephen Mark Francis

    IRN SMF00017

    • 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)
  • Stephen Mark Garton

    IRN SMG01145

    • Appointed representative dealing with clients for which they require qualification (15 Nov 2021 to 3 Mar 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Mar 2023)
  • Stephen Paul Dale

    IRN SPD00042

    • Appointed representative dealing with clients for which they require qualification (30 May 2022 to 29 Aug 2024)
    • [FCA CF] Functions requiring qualifications (19 May 2022 to 28 Mar 2023)
  • Stephen Peter Alger

    IRN SPA01057

    • CF1 Director (AR) (2 Nov 2020 to 18 Aug 2022)

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.