Date authorised
13 June 2018
Companies House
NI650645
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    36 Kensington Park
    Bangor
    Northern Ireland
    BT20 3RF
    UNITED KINGDOM
    Phone
    +442890460006
  • Complaints Contact

    36 Kensington Park
    Bangor
    Northern Ireland
    BT20 3RF
    UNITED KINGDOM
    Phone
    +442890460006

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

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For 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.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For 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

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For 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.

  • David Kelly

    IRN DXK00439

    • 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 9 Jun 2025)
  • Mark William McDowell

    IRN MXM00145

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 14 Oct 2024)
    • SMF16 Compliance Oversight (since 14 Oct 2024)
    • Responsibility for MCD Intermediation (since 11 Sep 2024)
    • Responsible for Insurance Distribution (since 11 Sep 2024)
    • SMF3 Executive Director (since 15 Jun 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2020)
  • Stanley McDowell

    IRN SXM00181

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 21 Jun 2024)
    • SMF16 Compliance Oversight (9 Dec 2019 to 9 Sep 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 9 Sep 2024)
    • SMF3 Executive Director (9 Dec 2019 to 9 Sep 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 9 Sep 2024)
    • Responsible for Insurance Mediation (13 Jun 2018 to 30 Sep 2018)
    • Responsibility for MCD Intermediation (13 Jun 2018 to 9 Sep 2024)
    • CF10 Compliance Oversight (13 Jun 2018 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (13 Jun 2018 to 8 Dec 2019)
    • CF30 Customer (13 Jun 2018 to 8 Dec 2019)
    • CF1 Director (13 Jun 2018 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.