Date authorised
1 March 2017
Companies House
08530273
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    62 Church Street
    Westhoughton
    Bolton
    Greater Manchester
    BL5 3RS
    UNITED KINGDOM
    Phone
    +4401942818631
  • Complaints Contact

    62 Church Street
    Westhoughton
    Bolton
    Greater Manchester
    BL5 3RS
    UNITED KINGDOM
    Phone
    +4401942818631

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 Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the conclusion or administration of debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

Approved individuals

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

  • Alastair Robert John Campbell

    IRN AXC02033

    • CF1 Director (AR) (since 25 Nov 2024)
  • Dean Archer

    IRN DXA00484

    • 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 13 Oct 2025)
    • [FCA CF] Functions requiring qualifications (since 13 Oct 2025)
  • Micayla Sarah Macdougall

    IRN MXM00363

    • Appointed representative dealing with clients for which they require qualification (2 Jun 2025 to 6 Oct 2025)
    • [FCA CF] Functions requiring qualifications (2 Jun 2025 to 6 Oct 2025)
  • Patrick Joseph Horne

    IRN PJH01404

    • 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
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 1 Mar 2017)
    • CF1 Director (1 Mar 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 Mar 2017 to 30 Sep 2018)
    • CF10 Compliance Oversight (1 Mar 2017 to 8 Dec 2019)
  • Samantha Jane Ward

    IRN SXW00367

    • 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 10 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 10 Feb 2026)
  • Sarah Gerrard

    IRN SXG00398

    • [FCA CF] Functions requiring qualifications (3 Apr 2024 to 1 Oct 2024)
    • Appointed representative dealing with clients for which they require qualification (3 Apr 2024 to 1 Oct 2024)
  • Scott Webster

    IRN SXW00145

    • [FCA CF] Functions requiring qualifications (1 Jan 2023 to 1 Oct 2024)
    • [FCA CF] Manager of certification employee (1 Jan 2023 to 1 Oct 2024)
    • Appointed representative dealing with clients for which they require qualification (1 Jan 2023 to 1 Oct 2024)
  • Stephen Wright Hamer

    IRN SXH00863

    • CF1 Director (AR) (1 Feb 2023 to 31 Jul 2025)
  • Thomas Andrew Wright

    IRN TAW01120

    • 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 2 Dec 2024)
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2023)
  • Wendy Horne

    IRN WXH01145

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (15 Oct 2018 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.

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