Date authorised
1 April 2013
Companies House
05652516
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Roddis House
    12 Old Christchurch Road
    Bournemouth
    Dorset
    BH1 1LG
    UNITED KINGDOM
    Phone
    +443451307446
  • Complaints Contact

    Floor 4 Roddis House
    12 Old Christchurch Road
    Bournemouth
    Dorset
    BH1 1LG
    UNITED KINGDOM
    Phone
    +443451307446

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

  • 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 Advice

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

    For Customer, Regulated mortgage contract

  • Investment Setup

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

  • 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.

  • Peter James Long

    IRN PJL01243

    • CF1 Director (17 May 2018 to 29 Nov 2019)
    • CF2 Non Executive Director (27 Apr 2016 to 17 May 2018)
  • Philip Curtis Gardner

    IRN PXG01433

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Sep 2025)
    • CF1 Director (AR) (12 Mar 2009 to 8 Sep 2025)
  • Phillip Martin Bull

    IRN PMB01192

    • 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)
    • CF1 Director (AR) (since 26 Jun 2008)
  • Richard John Adam

    IRN RJA01119

    • CF2 Non Executive Director (3 Dec 2014 to 24 Apr 2018)
  • Richard John Twigg

    IRN RJT01097

    • SMF3 Executive Director (14 May 2021 to 1 Dec 2025)
  • Richard William Medley

    IRN RWM01101

    • CF1 Director (AR) (16 Jan 2008 to 1 Sep 2008)
  • Robert John Davies

    IRN RJD01187

    • CF2 Non Executive Director (22 Mar 2013 to 7 Nov 2013)
  • Sandra Turner

    IRN SXT01753

    • CF2 Non Executive Director (22 Mar 2013 to 8 Dec 2019)
  • Sanjay Hiralal Patel

    IRN SHP01024

    • CF2 Non Executive Director (2 May 2013 to 14 Aug 2013)
  • Sarah Anne Laker

    IRN SAL01094

    • SMF1 Chief Executive (9 Dec 2019 to 5 Feb 2024)
    • SMF3 Executive Director (9 Dec 2019 to 17 Mar 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 5 Feb 2024)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 5 Feb 2024)
    • Responsible for Insurance Mediation (30 Oct 2012 to 30 Sep 2018)
    • CF3 Chief Executive (30 Oct 2012 to 8 Dec 2019)
    • CF1 Director (30 Oct 2012 to 8 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.