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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Stephen Liam Marlin
IRN SXM00038
- (342)Appointed representative dealing with clients for which they require qualification (5 Nov 2024 to 20 Jun 2025)
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Stephen Paul Dale
IRN SPD00042
- (641)21. Advising or arranging (bringing about) equity release transactions
- (642)Appointed representative dealing with clients for which they require qualification (since 24 Apr 2024)
- (387)CF1 Director (AR) (1 Jun 2009 to 3 Jun 2010)
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Stephen Paul Murgatroyd
IRN SPM00023
- (124)CF1 Director (AR) (3 Sep 2012 to 15 May 2024)
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Stephen Peter Alger
IRN SPA01057
- (1794)CF1 Director (AR) (since 17 Apr 2013)
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Stephen Richard Jacob
IRN SXJ00132
- (279)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (280)Appointed representative dealing with clients for which they require qualification (since 13 Oct 2025)
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Stephen Richard Wilson
IRN SRW00010
- (157)CF1 Director (AR) (17 Apr 2018 to 19 Jan 2023)
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Stephen Rodger
IRN SXR01640
- (203)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (204)Appointed representative dealing with clients for which they require qualification (since 3 Sep 2025)
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Stephen Taylor
IRN SXT00097
- (437)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (438)Appointed representative dealing with clients for which they require qualification (since 18 Feb 2026)
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Stephen Thomas Forbes
IRN FXS14747
- (610)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (611)Appointed representative dealing with clients for which they require qualification (since 17 Sep 2025)
- (233)Appointed representative dealing with clients for which they require qualification (5 Jul 2024 to 29 Aug 2025)
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Stephen William McMillan
IRN SXM00800
- (1581)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1582)Appointed representative dealing with clients for which they require qualification (since 25 Jun 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Moneybox Financial Management Limited
FRN 807951 · Appointed 3 May 2018
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Aspire Mortgage Solutions Ltd
FRN 805831 · Appointed 11 Apr 2018
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K & M DAD LTD
FRN 804080 · Appointed 16 Mar 2018
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Gloucester Property Centre Limited
FRN 413503 · Appointed 1 Dec 2017
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Mortgage Simplicity Limited
FRN 431208 · Appointed 30 Nov 2017
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BMA Bristol Ltd
FRN 794960 · Appointed 29 Nov 2017
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Marquis Financial Services Limited
FRN 471866 · Appointed 25 Oct 2017
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Finamply Mortgages Limited
FRN 788603 · Appointed 12 Sep 2017
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AIA (Cambridge) Limited
FRN 784773 · Appointed 21 Jul 2017
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Home Loan Services (Glasgow) Limited
FRN 781800 · Appointed 19 Jun 2017
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Dale Mortgage Brokers
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trading name added: Coreco
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trading name added: Capital Protect
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trading name added: Pure
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trading name added: Landlord Funding
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trading name added: Just Mortgage Solutions
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trading name added: Postcode Financial Solutions
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trading name added: Mortgage Talk
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trading name added: Mortgage Helpline
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trading name added: Moneybox Financial Management