Date authorised
14 August 2015
Companies House
09363545
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    15 Gaisgill Avenue
    Morecambe
    Lancashire
    LA4 4UF
    UNITED KINGDOM
    Phone
    +4407877272815
  • Complaints Contact

    15 Gaisgill Avenue
    Morecambe
    Lancashire
    LA4 4UF
    UNITED KINGDOM
    Phone
    +4407877272815

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

  • P2P Lending Advice

    For Commercial

  • 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 Retail (Non-Investment Insurance), Life Policy

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • 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.

  • Charles Andrew Martin

    IRN CAM00011

    • Responsible for Insurance Distribution (since 16 Oct 2025)
    • SMF1 Chief Executive (since 16 Oct 2025)
    • SMF16 Compliance Oversight (since 16 Oct 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 16 Oct 2025)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsibility for MCD Intermediation (since 1 Nov 2018)
    • CF1 Director (14 Aug 2015 to 8 Dec 2019)
  • Daniel Martin

    IRN DXM00259

    • [PRA CF] Key function holder (24 Apr 2022 to 15 Jul 2024)
    • [FCA CF] CASS oversight function (24 Apr 2022 to 15 Jul 2024)
    • [FCA CF] Functions requiring qualifications (24 Apr 2022 to 15 Jul 2024)

Recent activity

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

No changes recorded yet.