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 Francis Walsh
IRN JXW00285
- (2580)Appointed representative dealing with clients for which they require qualification (16 Dec 2022 to 11 Apr 2025)
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Jonathan Giles Quilliam
IRN JXQ00011
- (1759)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1760)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Jonathan Graham Snell
IRN JXS00457
- (1787)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1788)Appointed representative dealing with clients for which they require qualification (since 11 Sep 2023)
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Jonathan Holland
IRN JXH00407
- (2316)Appointed representative dealing with clients for which they require qualification (6 Sep 2021 to 30 Nov 2022)
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Jonathan Jack Bone
IRN JXB00535
- (1889)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
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Jonathan Kempson
IRN JXK00141
- (2527)Appointed representative dealing with clients for which they require qualification (17 Mar 2021 to 13 Aug 2021)
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Jonathan Lee Holebrook
IRN JXH00036
- (393)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (394)Appointed representative dealing with clients for which they require qualification (since 23 Dec 2022)
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Jonathan Mark Clayson
IRN JMC01231
- (319)CF4 Partner (AR) (5 Oct 2011 to 28 Sep 2015)
- (320)CF1 Director (AR) (29 Jan 2010 to 5 Oct 2011)
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Jonathan Michael Chalk
IRN JXC00988
- (1340)Appointed representative dealing with clients for which they require qualification (30 Aug 2022 to 15 Aug 2023)
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Jonathan Michael Lilley
IRN JML00031
- (2384)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2385)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (2386)CF1 Director (AR) (since 4 Jul 2018)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Premier Equity Release Limited (no longer appointed)
FRN 840440 · Appointed 26 Apr 2019 · Until 6 Dec 2022
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ARC MORTGAGE SOLUTIONS LTD (no longer appointed)
FRN 836690 · Appointed 15 Mar 2019 · Until 1 Apr 2026
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O'Malley Finance Services Ltd (no longer appointed)
FRN 836605 · Appointed 14 Mar 2019 · Until 23 May 2025
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Onedome Financial Services Ltd (no longer appointed)
FRN 832783 · Appointed 4 Feb 2019 · Until 2 Nov 2023
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Opal Mortgage Solutions Limited (no longer appointed)
FRN 617193 · Appointed 3 Jan 2019 · Until 27 Jun 2023
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Norwich Mortgage Centre Ltd (no longer appointed)
FRN 828179 · Appointed 13 Dec 2018 · Until 23 Nov 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