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.

  • Grenville Turner

    IRN GXT01146

    • CF2 Non Executive Director (28 Oct 2014 to 27 Apr 2016)
    • CF1 Director (23 Apr 2013 to 26 Nov 2014)
  • Himanshu Haridas Raja

    IRN HHR01011

    • SMF3 Executive Director (9 Dec 2019 to 8 Mar 2021)
    • CF1 Director (9 Aug 2017 to 8 Dec 2019)
  • Holly Louise Snooks-Harrold

    IRN HXS00070

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Oct 2021)
  • Ian Harold Gill

    IRN IXG00004

    • 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)
  • Ian Whitehorne

    IRN IXW01108

    • CF1 Director (AR) (22 Mar 2010 to 18 Oct 2013)
  • James Adam Somers

    IRN JXS00698

    • Appointed representative dealing with clients for which they require qualification (3 Jun 2021 to 24 Jan 2024)
  • James Clarke

    IRN JXC02331

    • CF1 Director (30 Apr 2013 to 31 Aug 2017)
  • Jane Elizabeth Stuart Lighting

    IRN JEL01117

    • CF2 Non Executive Director (3 Dec 2014 to 8 Dec 2019)
  • Jason Dainty

    IRN JXD01822

    • CF1 Director (AR) (18 Feb 2008 to 1 Nov 2008)
  • John Cupis

    IRN JXC02196

    • SMF1 Chief Executive (4 Feb 2024 to 1 Dec 2025)
    • Responsibility for MCD Intermediation (4 Feb 2024 to 1 Dec 2025)
    • Responsible for Insurance Distribution (4 Feb 2024 to 1 Dec 2025)

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.