Date authorised
1 April 2013
Companies House
04575252
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    6 Penybont Road
    Pencoed
    Bridgend
    Mid Glamorgan
    CF35 5RA
    UNITED KINGDOM
    Phone
    +4401656865495
  • Complaints Contact

    6 Penybont Road
    Pencoed
    Bridgend
    Mid Glam
    CF35 5RA
    UNITED KINGDOM
    Phone
    +4401656865495

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

  • 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.
  • Arranges Investments

    For Commercial, 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
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • 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.

  • Allan Lewis

    IRN AXL01566

    • CF1 Director (1 Nov 2011 to 31 Aug 2015)
  • Connor Matthew Davies

    IRN CXD00182

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 12 Mar 2021)
  • David Carl Davies

    IRN DCD00012

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 22 Feb 2024)
    • Responsible for Insurance Distribution (since 3 Nov 2020)
    • Responsibility for MCD Intermediation (since 3 Nov 2020)
    • SMF16 Compliance Oversight (since 3 Nov 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (1 Nov 2015 to 8 Dec 2019)
  • Glyn Charles Snelgrove

    IRN GCS00006

    • SMF3 Executive Director (9 Dec 2019 to 11 Apr 2023)
    • SMF16 Compliance Oversight (9 Dec 2019 to 11 Apr 2023)
    • Responsible for Insurance Distribution (1 Oct 2018 to 11 Apr 2023)
    • CF10 Compliance Oversight (29 Mar 2017 to 8 Dec 2019)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 11 Apr 2023)
    • Responsible for Insurance Mediation (1 Nov 2011 to 30 Sep 2018)
    • CF1 Director (1 Nov 2011 to 8 Dec 2019)
  • Jade Davies

    IRN JXD00504

    • [FCA CF] Benchmark submission and administration (since 1 Jul 2021)
  • Michael Andrew Markey

    IRN MAM00032

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 20 Feb 2024)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] CASS oversight function (8 Dec 2020 to 20 Feb 2024)
    • CF1 Director (2 Nov 2015 to 8 Dec 2019)
  • Paul Adam Symonds

    IRN PXS00186

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 20 Feb 2024)
    • [FCA CF] CASS oversight function (8 Dec 2020 to 20 Feb 2024)
  • Simon Pleasants

    IRN SXP02869

    • [FCA CF] CASS oversight function (8 Dec 2020 to 30 Jun 2022)
  • Thomas John Gill

    IRN TXG00077

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Functions requiring qualifications (since 12 Mar 2021)

Recent activity

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

No changes recorded yet.