Date authorised
1 April 2013
Companies House
05520001
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Garfield House
    165-167 High Street
    Rayleigh
    Essex
    SS6 7QA
    UNITED KINGDOM
    Phone
    +4401702431130
  • Complaints Contact

    Garfield House
    165-167 High Street
    Rayleigh
    Essex
    SS6 7QA
    UNITED KINGDOM
    Phone
    +4401702431130

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, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Islamic Mortgage Advice

    For Customer, Home purchase plans

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Negotiation

    Show 1 limitation
    • · This activity is limited to relevant credit activities as defined in paragraph 2G of Schedule 6 of the Financial Services and Markets Act 2000
  • Debt Advice

    Show 1 limitation
    • · This activity is limited to relevant credit activities as defined in paragraph 2G of Schedule 6 of the Financial Services and Markets Act 2000
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Credit Score Services

    Show 1 limitation
    • · This activity is limited to relevant credit activities as defined in paragraph 2G of Schedule 6 of the Financial Services and Markets Act 2000

Approved individuals

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

  • Leslie Stanbrook

    IRN LCS00008

    • 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 23 Feb 2022)
    • CF1 Director (AR) (since 16 Feb 2022)
    • [FCA CF] Functions requiring qualifications (5 Aug 2021 to 23 Feb 2022)
  • Lewis Charles Payne

    IRN LXP00281

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 4 Nov 2024)
    • CF1 Director (AR) (since 31 Oct 2024)
  • Lewis Wood

    IRN LXW00464

    • Appointed representative dealing with clients for which they require qualification (1 Apr 2025 to 31 Jul 2025)
  • Lindsay Marie Dickinson

    IRN LMD01049

    • CF1 Director (AR) (12 Sep 2008 to 12 Jan 2010)
  • Lingling Hu

    IRN LXH13444

    • CF1 Director (AR) (29 Apr 2019 to 1 Feb 2021)
  • Lisa Bate

    IRN LXB00686

    • Appointed representative dealing with clients for which they require qualification (17 Jun 2024 to 24 Sep 2025)
  • Lisa Ford

    IRN LXF00265

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 4 Feb 2026)
    • [FCA CF] Client dealing (since 4 Feb 2026)
    • CF30 Customer (since 21 Oct 2025)
  • Lisa Jane Noble

    IRN LJN00002

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 23 Mar 2026)
    • [FCA CF] Client dealing (since 23 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (since 23 Mar 2026)
    • CF1 Director (AR) (since 23 Mar 2026)
  • Louise Clair Hurst

    IRN LXH00406

    • 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 1 Aug 2023)
  • Louise Warr

    IRN LXW00460

    • 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 10 Mar 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.