Date authorised
19 August 2015
Companies House
07569731
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    27 Bridge Street
    Usk
    Sir Fynwy
    NP15 1BQ
    UNITED KINGDOM
    Phone
    +4403301340082
  • Complaints Contact

    27 Bridge Street
    Usk
    Sir Fynwy
    NP15 1BQ
    UNITED KINGDOM
    Phone
    +4403301340082

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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • 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.

  • Adrian Blight

    IRN AXB03554

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF16 Compliance Oversight (since 20 Jul 2020)
    • Responsibility for MCD Intermediation (since 20 Jul 2020)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (AR) (8 Sep 2022 to 24 Nov 2025)
    • CF1 Director (3 Sep 2018 to 8 Dec 2019)
    • Responsible for Insurance Mediation (3 Sep 2018 to 30 Sep 2018)
    • CF8 Apportionment and Oversight (19 Aug 2015 to 3 Sep 2018)
  • Alan Young

    IRN AXY00044

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Aled Rhys Wiltshire

    IRN ARW01249

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 3 Jan 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Apr 2022)
  • Aleksandra Angelova

    IRN AXA01085

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 18 Jun 2024)
  • Alexander Scott Campbell

    IRN ASC01070

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Dec 2022)
  • Anastasia Jones

    IRN AXR00331

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Brian Keith Vaughan

    IRN BKV01000

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Aug 2025)
  • Carol Lynne Crawford

    IRN CXC00330

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 24 Feb 2025)
  • Caroline Ann Poole

    IRN CXP00486

    • [FCA CF] Functions requiring qualifications (1 Sep 2022 to 30 Apr 2024)
  • Caroline Patricia Kendrick

    IRN CXK00089

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 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.

No changes recorded yet.