Date authorised
1 April 2013
Companies House
04560684
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    15 Lee Lane
    Horwich
    Bolton
    Lancashire
    BL6 7BP
    UNITED KINGDOM
    Phone
    +4401204696886
  • Complaints Contact

    15 Lee Lane
    Horwich
    Bolton
    Lancashire
    BL6 7BP
    UNITED KINGDOM
    Phone
    +4401204696886

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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

  • Stockbroking

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

  • Debt Advice

    Show 2 limitations
    • · This permission is limited to debt counselling which is provided in connection with mortgage advice
    • · This permission is limited to debt counselling with no debt management activity
  • Mortgage Setup

    For Customer, Regulated mortgage contract

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Andrew Gordon Taylor

    IRN AGT00018

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2023)
    • CF1 Director (AR) (10 Aug 2012 to 16 Feb 2023)
  • Anthony James Wadsworth

    IRN AJW01386

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF3 Executive Director (9 Dec 2019 to 16 Feb 2023)
    • Responsible for Insurance Distribution (1 Oct 2018 to 16 Feb 2023)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 16 Feb 2023)
    • Responsible for Insurance Mediation (1 Dec 2011 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (31 Oct 2004 to 31 Mar 2009)
    • CF1 Director (31 Oct 2004 to 8 Dec 2019)
  • STEVEN LEVER

    IRN SXL00424

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF3 Executive Director (since 22 Dec 2022)
    • Responsible for Insurance Distribution (since 22 Dec 2022)
    • Responsibility for MCD Intermediation (since 22 Dec 2022)
    • [FCA CF] Functions requiring qualifications (since 21 Oct 2021)

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.