Date authorised
13 February 2015
Companies House
06437752
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    9 Balas Drive
    Sittingbourne
    Kent
    ME10 5AS
    UNITED KINGDOM
    Phone
    +4401634235132
  • Complaints Contact

    9 Balas Drive
    Sittingbourne
    Kent
    ME10 5AS
    UNITED KINGDOM
    Phone
    +4401634235132

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

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • 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.
  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • 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
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Alex West

    IRN AXW00325

    • Appointed representative dealing with clients for which they require qualification (19 Oct 2023 to 11 Feb 2025)
    • [FCA CF] Functions requiring qualifications (15 May 2023 to 19 Oct 2023)
    • CF1 Director (AR) (22 Apr 2022 to 11 Feb 2025)
  • Catherine Emma Marsden

    IRN CXM00470

    • Appointed representative dealing with clients for which they require qualification (22 Mar 2023 to 26 Mar 2025)
  • Karl West

    IRN KXW00241

    • Appointed representative dealing with clients for which they require qualification (19 Oct 2023 to 11 Feb 2025)
    • [FCA CF] Functions requiring qualifications (15 May 2023 to 19 Oct 2023)
    • CF1 Director (AR) (27 Jan 2022 to 11 Feb 2025)
  • Keith Alan Stanley Burch-Lovell

    IRN KAB01101

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 22 Aug 2025)
    • [FCA CF] Functions requiring qualifications (10 Apr 2024 to 11 Feb 2025)
  • Patrick Richard Holland

    IRN PXH00311

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 19 Oct 2023)
    • CF1 Director (AR) (since 7 Jul 2023)
    • CF30 Customer (7 Jul 2023 to 19 Oct 2023)
  • Trevor James Barnett

    IRN TJB01180

    • 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 19 Oct 2023)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • CF1 Director (13 Feb 2015 to 8 Dec 2019)
    • Responsible for Insurance Mediation (13 Feb 2015 to 30 Sep 2018)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.