Date authorised
1 April 2013
Companies House
04007417
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    36 Ashley Road
    New Milton
    Hampshire
    BH25 6BB
    UNITED KINGDOM
    Phone
    +4401425627603
  • Complaints Contact

    36 Ashley Road
    New Milton
    Hampshire
    BH25 6BB
    UNITED KINGDOM
    Phone
    +4401425627603

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 Negotiation

    Show 1 limitation
    • · This permission is limited to debt adjusting with no debt management activity
  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • 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.

  • Charlotte Walker

    IRN CXW00735

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 2 Sep 2024)
  • Harry Oldham

    IRN HXO00063

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2024)
  • Kevin Yates

    IRN KXY00018

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Mar 2021)
  • Monica Preston

    IRN MXP01568

    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (18 Dec 2019 to 16 Sep 2025)
    • Responsible for Insurance Distribution (1 Oct 2018 to 16 Sep 2025)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF1 Director (31 Oct 2004 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (31 Oct 2004 to 31 Mar 2009)
  • Paul Etherton

    IRN PXE00048

    • [FCA CF] Functions requiring qualifications (28 Apr 2021 to 30 Aug 2024)
  • Rachel Bridle

    IRN RXB00327

    • [FCA CF] Functions requiring qualifications (10 Mar 2021 to 26 May 2023)
  • Rachel Louise Pertee

    IRN RLG00008

    • SMF16 Compliance Oversight (since 10 Mar 2026)
  • Sarah Turner

    IRN SXT00203

    • SMF16 Compliance Oversight (14 Nov 2025 to 11 Mar 2026)
    • Responsible for Insurance Distribution (1 Sep 2025 to 11 Mar 2026)
    • [FCA CF] Functions requiring qualifications (9 Mar 2021 to 24 Feb 2026)
  • Simon John Gordelier

    IRN SXG00231

    • [FCA CF] Functions requiring qualifications (9 Mar 2021 to 2 Dec 2024)
  • Tristan Borkowski

    IRN TXB00146

    • [FCA CF] Functions requiring qualifications (9 Mar 2021 to 31 Dec 2023)

Recent activity

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

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