Mortgage Genies SW Ltd

Date authorised
3 February 2020
Companies House
11954793
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Mortgage Genies S W Ltd
    61 Fore Street
    Saltash
    Cornwall
    PL12 6AF
    UNITED KINGDOM
    Phone
    +4401752987051
    Web
    https://www.mortgagegeniessw.co.uk

  • Complaints Contact

    Mortgage Genies S W Ltd
    61 Fore Street
    Saltash
    Cornwall
    PL12 6AF
    UNITED KINGDOM
    Phone
    +4401752987051

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
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

  • 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.

  • Abigail Louise Wilkes

    IRN PXA01732

    • Appointed representative dealing with clients for which they require qualification (29 Jun 2022 to 15 Sep 2022)
    • [FCA CF] Functions requiring qualifications (29 Jun 2022 to 15 Sep 2022)
    • [FCA CF] Client dealing (29 Jun 2022 to 15 Sep 2022)
  • Barry Charles Moles

    IRN BCM01034

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Responsibility for MCD Intermediation (since 3 Feb 2020)
    • Responsible for Insurance Distribution (since 3 Feb 2020)
    • SMF16 Compliance Oversight (since 3 Feb 2020)
    • SMF3 Executive Director (since 3 Feb 2020)
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2020)
  • David William Richardson

    IRN DXR00320

    • 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] Client dealing (since 7 Jan 2022)
    • [FCA CF] Functions requiring qualifications (since 7 Jan 2022)
    • Appointed representative dealing with clients for which they require qualification (since 7 Jan 2022)
  • James Webster

    IRN JXW02109

    • 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 18 Jun 2020)
    • Appointed representative dealing with clients for which they require qualification (since 18 Jun 2020)
  • Ritchie James Nash

    IRN RJN00003

    • 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
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 23 Feb 2021)
    • [FCA CF] Client dealing (since 23 Feb 2021)
    • [FCA CF] Functions requiring qualifications (since 23 Feb 2021)

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.