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.

  • Clarion Finance Ltd (no longer appointed)

    FRN 521964 · Appointed 9 Apr 2010 · Until 12 Jan 2021

  • John Preest (no longer appointed)

    FRN 521463 · Appointed 31 Mar 2010 · Until 30 Sep 2011

  • Henry Howard Finance Plc (no longer appointed)

    FRN 520868 · Appointed 22 Mar 2010 · Until 24 Nov 2010

  • Michelle Lam (no longer appointed)

    FRN 520825 · Appointed 19 Mar 2010 · Until 29 Dec 2017

  • Justin Jones (no longer appointed)

    FRN 507992 · Appointed 12 Mar 2010 · Until 3 Jan 2012

  • Key Mortgage Management Ltd (no longer appointed)

    FRN 467558 · Appointed 10 Feb 2010 · Until 29 Oct 2025

  • Jill Carr (no longer appointed)

    FRN 516025 · Appointed 11 Jan 2010 · Until 29 Mar 2019

  • Kenneth Fagan (no longer appointed)

    FRN 405471 · Appointed 4 Jan 2010 · Until 3 Nov 2017

  • Julie Karen Hopper (no longer appointed)

    FRN 514089 · Appointed 7 Dec 2009 · Until 30 Jun 2011

  • Jonathan Brownbill (no longer appointed)

    FRN 505047 · Appointed 14 Aug 2009 · Until 30 Apr 2010

Recent activity

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

No changes recorded yet.