Date authorised
6 January 2016
Companies House
09332792
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    9 Linnet Gardens
    Portishead
    Bristol
    BS20 7NB
    UNITED KINGDOM
    Phone
    +4402071580881
  • Complaints Contact

    9 Linnet Gardens
    Portishead
    Bristol
    BS20 7NB
    UNITED KINGDOM
    Phone
    +4402071580881

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

  • 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

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

Approved individuals

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

  • Adam Peter Beamish

    IRN APB01168

    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • CF3 Chief Executive (6 Jan 2016 to 8 Dec 2019)
    • CF1 Director (6 Jan 2016 to 8 Dec 2019)
  • Adrian John Bannington

    IRN AJB01805

    • SMF3 Executive Director (9 Dec 2019 to 19 Jun 2020)
    • CF1 Director (6 Jan 2016 to 8 Dec 2019)
  • Andrew Charles William Vickery

    IRN ACV01039

    • 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 13 Dec 2023)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsibility for MCD Intermediation (since 7 Dec 2016)
    • CF1 Director (6 Jan 2016 to 8 Dec 2019)
  • Anthony Wayne Tobin

    IRN AWT01036

    • SMF3 Executive Director (9 Dec 2019 to 19 Jun 2020)
    • CF1 Director (6 Jan 2016 to 8 Dec 2019)
  • Asha Patel

    IRN AXP00648

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 15 Jul 2022)
  • Claire Ratcliffe

    IRN CXR00597

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 3 Mar 2025)
  • Joseph Aidan Vickery

    IRN JXV00074

    • 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 3 Jul 2020)
  • Paul Eric Butterworth

    IRN PXB00265

    • [FCA CF] Functions requiring qualifications (1 Dec 2022 to 10 Apr 2024)
  • Steven Jarosz

    IRN SXJ00146

    • [FCA CF] Functions requiring qualifications (15 Jul 2022 to 18 Jul 2023)
  • Timothy John Wills

    IRN TJW01113

    • [FCA CF] Functions requiring qualifications (21 Jul 2021 to 13 Dec 2023)

Recent activity

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

No changes recorded yet.