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.

  • Jonathan James Whiticar

    IRN JJW01089

    • CF2 Non Executive Director (11 Oct 2012 to 1 May 2017)
  • Lee Mortimer

    IRN LXM01481

    • 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 2 Oct 2008)
  • Liam David James Mann

    IRN LXM47481

    • 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 16 May 2022)
  • Lisa Charles Jones

    IRN LXC01378

    • CF2 Non Executive Director (14 Nov 2019 to 8 Dec 2019)
  • Lorraine Hooley

    IRN LXH01476

    • CF1 Director (AR) (since 18 Jun 2013)
  • Lucy Emma Cassar

    IRN LEC01046

    • CF1 Director (AR) (5 Feb 2013 to 18 Jul 2016)
  • Lucy Ladds

    IRN LXS00371

    • 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 23 Mar 2026)
  • Malcolm David Rostron

    IRN MDR00013

    • Responsible for Insurance Mediation (4 May 2007 to 17 Oct 2012)
    • CF8 Apportionment and Oversight (4 May 2007 to 31 Mar 2009)
    • CF1 Director (4 May 2007 to 10 Oct 2012)
  • Matthew Edward Cassar

    IRN MEC01093

    • CF1 Director (AR) (13 Nov 2007 to 18 Jul 2016)
  • Matthew Ian Simpson

    IRN MIS01050

    • 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 2 Apr 2013)
    • CF1 Director (AR) (20 Aug 2009 to 1 Jun 2010)

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.