Date authorised
1 April 2013
Companies House
05061161
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    102 Gilders Road
    Chessington
    KT9 2AN
    UNITED KINGDOM
    Phone
    +447375871510
  • Complaints Contact

    102 Gilders Road
    Chessington
    KT9 2AN
    UNITED KINGDOM
    Phone
    +447375871510

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

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • 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

Approved individuals

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

  • Andrew Peter Webb

    IRN APW00011

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF1 Chief Executive (9 Dec 2019 to 9 Jun 2021)
    • [FCA CF] Significant management (9 Dec 2019 to 9 Jun 2021)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 9 Jun 2021)
    • SMF3 Executive Director (9 Dec 2019 to 9 Jun 2021)
    • Responsible for Insurance Distribution (1 Oct 2018 to 9 Jun 2021)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 9 Jun 2021)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF1 Director (31 Oct 2004 to 8 Dec 2019)
    • CF3 Chief Executive (31 Oct 2004 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (31 Oct 2004 to 31 Mar 2009)
  • Heidi Grace Webb

    IRN HGW01017

    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 29 Sep 2021)
    • SMF16 Compliance Oversight (since 29 Sep 2021)
    • Responsible for Insurance Distribution (since 29 Sep 2021)
    • Responsibility for MCD Intermediation (since 29 Sep 2021)
    • SMF1 Chief Executive (since 29 Sep 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF1 Director (23 Jan 2015 to 8 Dec 2019)
  • Philip George Daw

    IRN PGD01083

    • Responsible for Insurance Distribution (1 Oct 2018 to 1 Sep 2019)
    • Responsible for Insurance Mediation (3 Aug 2017 to 30 Sep 2018)
    • CF1 Director (3 Aug 2017 to 1 Sep 2019)

Recent activity

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

No changes recorded yet.