Date authorised
1 April 2013
Companies House
05165050
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3 Discovery House
    Cook Way
    Bindon Road
    Taunton
    Somerset
    TA2 6BJ
    UNITED KINGDOM
    Phone
    +4401823323600
  • Complaints Contact

    3 Discovery House
    Cook Way
    Bindon Road
    Taunton
    Somerset
    TA2 6BJ
    UNITED KINGDOM
    Phone
    +4401823323600

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Anna Kathryn McErlain

    IRN AXM00486

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2021)
    • [FCA CF] Client dealing (since 1 Feb 2021)
  • Benjamin John Richards

    IRN BXR00077

    • 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 1 Feb 2021)
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2021)
  • Danny Stuart Taylor

    IRN DXT00435

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Dec 2025)
  • Emma Louise Evans

    IRN EXE00025

    • [FCA CF] Functions requiring qualifications (1 Feb 2021 to 30 Sep 2021)
    • [FCA CF] Client dealing (1 Feb 2021 to 30 Sep 2021)
  • Felicity Chappell

    IRN FXL01218

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 1 Jan 2021)
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2021)
    • [FCA CF] Manager of certification employee (since 1 Jan 2021)
    • [FCA CF] Material risk taker (since 1 Jan 2021)
    • [FCA CF] Proprietary trader (since 1 Jan 2021)
    • [FCA CF] Significant management (since 1 Jan 2021)
    • [FCA CF] CASS oversight function (since 1 Jan 2021)
    • [FCA CF] Benchmark submission and administration (since 1 Jan 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (1 Jan 2017 to 8 Dec 2019)
  • Gareth Keith Markham

    IRN GKM00003

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] CASS oversight function (since 1 Jan 2021)
    • [FCA CF] Significant management (since 1 Jan 2021)
    • [FCA CF] Proprietary trader (since 1 Jan 2021)
    • [FCA CF] Material risk taker (since 1 Jan 2021)
    • [FCA CF] Manager of certification employee (since 1 Jan 2021)
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2021)
    • [FCA CF] Client dealing (since 1 Jan 2021)
    • [FCA CF] Benchmark submission and administration (since 1 Jan 2021)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • CF8 Apportionment and Oversight (2 Oct 2006 to 31 Mar 2009)
    • CF1 Director (2 Oct 2006 to 8 Dec 2019)
    • Responsible for Insurance Mediation (2 Oct 2006 to 30 Sep 2018)
    • CF10 Compliance Oversight (2 Oct 2006 to 8 Dec 2019)
  • Hannah Elizabeth Freeland

    IRN HXF00029

    • [FCA CF] Client dealing (1 Feb 2021 to 9 Jun 2022)
    • [FCA CF] Functions requiring qualifications (1 Feb 2021 to 9 Jun 2022)
  • Jake Alexander Foster

    IRN JXF00163

    • [FCA CF] Functions requiring qualifications (1 Feb 2021 to 12 Jan 2024)
    • [FCA CF] Client dealing (1 Feb 2021 to 12 Jan 2024)
  • James John Devlin

    IRN JXD00247

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2021)
    • [FCA CF] Client dealing (since 1 Feb 2021)
  • Josi Fanyinka

    IRN JXB02168

    • CF11 Money Laundering Reporting (2 Oct 2006 to 1 Jun 2009)
    • CF1 Director (2 Oct 2006 to 1 Jun 2009)

Recent activity

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

No changes recorded yet.