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.

  • Jacob Paul Persaud

    IRN JXP01051

    • 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 30 Dec 2024)
  • James Charles McClurg

    IRN JCM00009

    • CF2 Non Executive Director (29 Jun 2005 to 5 May 2009)
  • James Clarke

    IRN JXC02331

    • CF1 Director (30 Apr 2013 to 31 Aug 2017)
  • James Farquharson Pearce

    IRN JFP01032

    • CF1 Director (AR) (31 Oct 2004 to 30 Dec 2005)
  • James Hope

    IRN JXH02094

    • CF1 Director (AR) (30 Aug 2007 to 20 Aug 2012)
  • James Innes

    IRN JOI01000

    • CF1 Director (AR) (14 Jan 2005 to 24 Apr 2018)
  • James John Cook

    IRN JJC01097

    • CF1 Director (AR) (31 Oct 2004 to 31 Mar 2006)
  • James Kelly

    IRN JXK00781

    • 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 18 Mar 2025)
  • James Stuart McPhail

    IRN JSM00004

    • CF1 Director (AR) (31 Oct 2004 to 30 Sep 2005)
  • James Thompson

    IRN JXT01436

    • CF1 Director (AR) (31 Oct 2004 to 31 Aug 2007)

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.