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.

  • Aminmohamed Habib Kotadia

    IRN AHK01027

    • 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)
    • CF7 Sole Trader (AR) (15 Dec 2004 to 31 Jan 2007)
  • Amjad Ali Malik

    IRN AAM01101

    • CF1 Director (AR) (31 Oct 2004 to 15 Sep 2006)
  • Andrea Lindsay Cottier-Whitehead

    IRN AXL01796

    • CF1 Director (AR) (since 6 Jan 2012)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jan 2021)
  • Andrew Charles

    IRN AJC01398

    • CF1 Director (AR) (1 Sep 2010 to 28 Sep 2018)
  • Andrew Christopher Bartlett

    IRN ACB01175

    • CF4 Partner (AR) (31 Oct 2004 to 7 Oct 2005)
  • Andrew Falkland Smith

    IRN AFS00004

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jun 2023)
  • Andrew Ian Lee

    IRN AIL01009

    • CF1 Director (AR) (13 Dec 2004 to 21 Nov 2007)
  • Andrew John Valvona

    IRN AJV01043

    • Responsible for Insurance Mediation (24 Jan 2006 to 2 Feb 2007)
    • CF17 Significant Mgt (Other Business Operations) (15 Dec 2005 to 2 Feb 2007)
  • Andrew Jonathan Standen

    IRN AJS01499

    • CF4 Partner (AR) (22 Dec 2004 to 19 Nov 2007)
  • Andrew Martin Montlake

    IRN AMM00026

    • SMF3 Executive Director (since 10 Mar 2026)
    • Responsible for Insurance Distribution (since 10 Mar 2026)
    • Responsibility for MCD Intermediation (since 10 Mar 2026)

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.