Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Capital House2 Pride PlaceDerbyDerbyshireDE24 8QRUNITED KINGDOM- Phone
- +441332200020
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Complaints Contact
Capital House2 Pride PlaceDerbyDerbyshireDE24 8QRUNITED KINGDOM- Phone
- +441332200020
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 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 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 Retail (Non-Investment Insurance), Retail (Investment), Non-investment insurance contracts, Unit, Rights to or interests in investments (Security), 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.
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Credit Score Services
Show 1 limitation Hide limitations
- · This permission is limited to not carrying out credit repair services
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Jonathan Neil Reid
IRN JXR00239
- (2806)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Aug 2022)
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Jonathan Paul Mayall
IRN JPM01347
- (198)CF1 Director (AR) (5 Oct 2012 to 26 Jun 2013)
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Jonathan Paul Swift
IRN JPS01246
- (2192)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2193)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2194)CF1 Director (AR) (since 21 Aug 2012)
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Jonathan Peter Norridge
IRN JPN00006
- (612)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jan 2023)
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Jonathan Richard Brockman
IRN JXB00031
- (1048)Appointed representative dealing with clients for which they require qualification (15 May 2023 to 15 Jun 2023)
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Jonathan Robert Kemp
IRN JXK00174
- (1289)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1290)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jonathan Ronald Carvalho
IRN JXC00430
- (2311)Appointed representative dealing with clients for which they require qualification (1 Jun 2021 to 1 Oct 2021)
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Jonathan Rupert Smith
IRN JXS00470
- (1631)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1632)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jonathan Westwood
IRN JXW00641
- (2996)[FCA CF] Significant management (3 Feb 2022 to 25 Jun 2024)
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Jonathon Bede Pratt
IRN JXP00260
- (1969)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1970)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Purely Mortgage Consultants (Cumbria) LTD (no longer appointed)
FRN 916136 · Appointed 1 Nov 2019 · Until 23 Aug 2023
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LINLEY & SIMPSON GROUP LIMITED (no longer appointed)
FRN 915013 · Appointed 11 Oct 2019 · Until 2 Dec 2022
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Mortgages Dot Online Limited (no longer appointed)
FRN 806864 · Appointed 5 Sep 2019 · Until 30 Jan 2023
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Horizon Financial Solutions
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trading name added: fitzgerald financial consultancy
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trading name added: Fitzgerald Financial Consultance
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trading name added: Fine & Country Private Finance
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trading name added: Financial Advice Bureau
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trading name added: Epsom Financial Centre
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trading name added: Dale Mortgage Brokers
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trading name added: Mortagage Advice Bureau
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trading name added: Moneybox Financial Management
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trading name added: Moneybox