Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Capital House2 Pride PlaceDerbyDE24 8QRUNITED KINGDOM- Phone
- +4401332200020
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Complaints Contact
Capital House2 Pride PlaceDerbyDE24 8QRUNITED KINGDOM- Phone
- +4401332200020
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
For Retail (Non-Investment Insurance)
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Retail (Investment), Non-investment insurance contracts, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Stakeholder pension scheme, Rights to or interests in investments
Show 2 limitations Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
- · The firm can only agree to carry on the regulated activities specified in this Notice.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Priya Acharya
IRN PXA00263
- (561)Appointed representative dealing with clients for which they require qualification (3 Mar 2025 to 23 Feb 2026)
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Priya Modhwadia
IRN PXM00731
- (1022)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1023)Appointed representative dealing with clients for which they require qualification (since 15 May 2026)
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Priyadarsini Kirupakaran
IRN PXK00353
- (1221)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1222)Appointed representative dealing with clients for which they require qualification (since 19 Apr 2024)
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Qadeer Hussain Malik
IRN QXM49278
- (424)Appointed representative dealing with clients for which they require qualification (2 Apr 2025 to 2 May 2025)
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Qudsia Fatima Syed
IRN QXS29043
- (599)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (600)Appointed representative dealing with clients for which they require qualification (since 15 Aug 2025)
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ROBIN SCREETON
IRN RXS00124
- (154)CF4 Partner (AR) (10 Sep 2012 to 28 Sep 2022)
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Rachael Carlisle
IRN RXC68028
- (536)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (537)Appointed representative dealing with clients for which they require qualification (since 1 Sep 2025)
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Rachael Cashin
IRN RXC02310
- (1843)CF1 Director (AR) (since 10 May 2017)
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Rachael Ruocco-Buchanan
IRN RXR00261
- (651)Appointed representative dealing with clients for which they require qualification (17 Feb 2025 to 19 May 2025)
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Rachel Emma Allison
IRN RXA00374
- (612)Appointed representative dealing with clients for which they require qualification (22 Jul 2024 to 23 Jul 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Newton & Derry Financial Services Limited (no longer appointed)
FRN 744352 · Appointed 21 Apr 2016 · Until 1 Dec 2020
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Mortgage Advice Solutions Limited (no longer appointed)
FRN 743460 · Appointed 13 Apr 2016 · Until 27 Jun 2016
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Treadwell & Treadwell Limited (no longer appointed)
FRN 729570 · Appointed 1 Apr 2016 · Until 7 Dec 2022
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Howard Cundey Property Consultants LLP (no longer appointed)
FRN 584545 · Appointed 16 Mar 2016 · Until 16 Mar 2016
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Evolution Private Finance Ltd. (no longer appointed)
FRN 739560 · Appointed 14 Mar 2016 · Until 18 Jan 2021
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2079)CF1 Director (AR)
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controlled function added: (2078)CF3 Chief Executive (AR)
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controlled function added: (2077)SMF1 Chief Executive
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controlled function added: (2076)SMF3 Executive Director
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controlled function added: (2075)SMF18 Other Overall Responsibility
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controlled function added: (2074)Responsible for Insurance Distribution
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controlled function added: (2073)Responsibility for MCD Intermediation
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controlled function added: (2072)CF1 Director (AR)
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controlled function added: (2071)SMF11 Chair of the Audit Committee
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controlled function added: (2070)CF1 Director (AR)