Date authorised
26 January 2018
Companies House
04623057
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Suite 1
    Security House
    3 Oxford Road
    Yeovil
    Somerset
    BA21 5HR
    UNITED KINGDOM
    Phone
    +4401935850093
  • Complaints Contact

    Suite 1
    Security House
    3 Oxford Road
    Yeovil
    Somerset
    BA21 5HR
    UNITED KINGDOM
    Phone
    +4401935850093

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Credit Brokering

  • 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”.

Approved individuals

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

  • David Green

    IRN DXG00681

    • Director of firm who is not a certification employee or a SMF manager (since 1 Apr 2025)
  • Edward Warren

    IRN EXW00085

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2023)
  • John Gerard Finnan

    IRN JGF01067

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (3 Sep 2018 to 8 Dec 2019)
  • Philip Mark Cooper

    IRN PMC01203

    • Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (3 Sep 2018 to 8 Dec 2019)
    • CF10 Compliance Oversight (3 Sep 2018 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (26 Jan 2018 to 3 Sep 2018)
  • Sophie Cahill

    IRN SXC01118

    • [FCA CF] Client dealing (since 1 Aug 2023)

Recent activity

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

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