Date authorised
1 April 2013
Companies House
03022389
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Abatec House
    Oldmixon Crescent
    Weston-Super-Mare
    North Somerset
    BS24 9AX
    UNITED KINGDOM
    Phone
    +4401934520777
  • Complaints Contact

    Abatec House
    Oldmixon Crescent
    Weston-Super-Mare
    North Somerset
    BS24 9AX
    UNITED KINGDOM
    Phone
    +4401934520777

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

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • 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

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Negotiation

    Show 1 limitation
    • · This permission is limited to debt adjusting with no debt management activity
  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Imogen Phillips

    IRN IXP00081

    • [FCA CF] Functions requiring qualifications (26 Sep 2022 to 23 Jun 2023)
  • Jack Easton

    IRN JXE00124

    • [FCA CF] Functions requiring qualifications (4 Jan 2021 to 23 Jul 2021)
  • James Michael White

    IRN JMW01183

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 6 Sep 2016)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF1 Director (31 Oct 2004 to 8 Dec 2019)
  • James Wheatley

    IRN JXW00362

    • [FCA CF] Functions requiring qualifications (1 Nov 2021 to 2 Jan 2024)
  • Jamie Rhys Warburton

    IRN JXW00247

    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 17 Sep 2021)
  • Jason Howells

    IRN JXH23618

    • SMF17 Money Laundering Reporting Officer (MLRO) (31 Mar 2020 to 1 Jan 2021)
    • SMF16 Compliance Oversight (31 Mar 2020 to 1 Jan 2021)
    • SMF3 Executive Director (1 Feb 2020 to 1 Jan 2021)
  • John Prideaux

    IRN JXP00357

    • [FCA CF] Functions requiring qualifications (4 Jan 2021 to 31 Mar 2025)
  • Lorraine Balcombe

    IRN LXB00011

    • [FCA CF] Functions requiring qualifications (26 Sep 2022 to 23 Feb 2023)
  • Lucy Kingston

    IRN LXK00071

    • [FCA CF] Functions requiring qualifications (4 Jan 2021 to 31 Aug 2021)
  • Marcus James Driver

    IRN MXD00166

    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 9 Mar 2021)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Paul William Magor (no longer appointed)

    FRN 447831 · Appointed 13 Feb 2006 · Until 22 Jul 2011

  • Debbie Choak (no longer appointed)

    FRN 441518 · Appointed 7 Nov 2005 · Until 3 Sep 2009

  • John Bishop (no longer appointed)

    FRN 439414 · Appointed 15 Sep 2005 · Until 18 Feb 2009

Recent activity

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

No changes recorded yet.