Date authorised
1 September 2016
Companies House
09973340
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit 13A
    Dunscar Industrial Estate
    Blackburn Road
    Egerton
    Bolton
    Greater Manchester
    BL7 9PQ
    UNITED KINGDOM
    Phone
    +441204899230
  • Complaints Contact

    Unit 13A
    Dunscar Industrial Estate
    Blackburn Road
    Egerton
    Bolton
    Greater Manchester
    BL7 9PQ
    UNITED KINGDOM
    Phone
    +441204899230

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

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • 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 Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Aaron Jackson

    IRN AXJ00413

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 23 Mar 2026)
  • Aden Gary Mitchell

    IRN AXM05136

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 2 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 22 Jul 2025)
  • Adrian Stuart Shinn

    IRN ASS01060

    • SMF16 Compliance Oversight (since 31 Mar 2026)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (AR) (since 17 Oct 2017)
    • Responsibility for MCD Intermediation (since 1 Sep 2016)
    • CF11 Money Laundering Reporting (1 Sep 2016 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 Sep 2016 to 30 Sep 2018)
    • CF1 Director (1 Sep 2016 to 8 Dec 2019)
  • Amir Rathor

    IRN AXR00229

    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 2 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2025)
  • Ashley Darren Cardus

    IRN AXC00329

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 2 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 22 Jul 2025)
  • Callum Dean Rothwell

    IRN CXR00368

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 2 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 2 Mar 2026)
  • Christopher Alderly Birks

    IRN CAB01284

    • CF1 Director (AR) (since 1 Mar 2017)
  • Claire Haycock

    IRN CXH00305

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 22 Apr 2024)
  • Claire Siobhan Blunt

    IRN CXB00139

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Mar 2024)
  • Daniel Joseph Edwards-Jones

    IRN DXE00038

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)

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.