Date authorised
1 April 2013
Companies House
04705100
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Roddis House
    12 Old Christchurch Road
    Bournemouth
    Dorset
    BH1 1LG
    UNITED KINGDOM
    Phone
    +443451307446
  • Complaints Contact

    Floor 4 Roddis House
    12 Old Christchurch Road
    Bournemouth
    Dorset
    BH1 1LG
    UNITED KINGDOM
    Phone
    +443451307446

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

  • Credit Score Services

    Show 1 limitation
    • · 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.

  • Jonathan Mark Lewis

    IRN JML01147

    • CF4 Partner (AR) (4 Mar 2009 to 25 Mar 2009)
  • Jonathan Phillip Taylor

    IRN JPT00017

    • CF1 Director (AR) (27 Jun 2012 to 14 May 2013)
  • Jonathon Paul Mario Mann

    IRN JXM00397

    • 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 9 Dec 2019)
  • Jordan James William Walker

    IRN JXW00292

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Oct 2022)
  • Jordan Peter John Appleton

    IRN JXA00136

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 May 2020)
  • Joseph Cruz

    IRN JXC01870

    • CF7 Sole Trader (AR) (31 Oct 2004 to 31 Oct 2005)
  • Josephine Mary Messinger

    IRN JMM01316

    • CF1 Director (AR) (6 Jun 2008 to 30 Apr 2009)
  • Julie Annette Day

    IRN JAD01246

    • CF1 Director (AR) (15 May 2006 to 30 Sep 2009)
  • Justin Moy

    IRN JXM00351

    • CF1 Director (AR) (28 Feb 2007 to 25 May 2017)
  • Justine Tomlinson

    IRN JXT01422

    • Responsible for Insurance Mediation (14 Jan 2005 to 7 Dec 2005)
    • CF1 Director (31 Oct 2004 to 7 Dec 2005)

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.