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.

  • Ian Michael Sweet

    IRN IMS01066

    • CF1 Director (29 Dec 2016 to 29 Aug 2017)
  • John Morgan Goddard

    IRN JXG00227

    • CF1 Director (AR) (since 19 Jan 2023)
    • Appointed representative dealing with clients for which they require qualification (3 Oct 2022 to 16 Apr 2026)
  • Julie Watson

    IRN JXW02538

    • 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 24 Feb 2020)
    • CF1 Director (1 Sep 2016 to 7 Sep 2017)
  • Lauren Jean Baldock

    IRN LXB00189

    • [FCA CF] Functions requiring qualifications (28 Jul 2025 to 3 Feb 2026)
  • Leanne Claire Houston

    IRN LXH00138

    • 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 1 Nov 2021)
  • Lee Brown

    IRN LXB00078

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Mar 2021)
  • Lucy Elizabeth Wilson

    IRN LXW00092

    • 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 Feb 2022)
  • Mark Carl Warren

    IRN MXW00146

    • 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 1 Sep 2020)
  • Megan Higgins

    IRN MXH01042

    • 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 Sep 2024)
  • Mohammad Sajeel Yousaf

    IRN MXY00013

    • 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.

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