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.

  • Matthew Taylor

    IRN MXT15028

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 7 Apr 2026)
    • Appointed representative dealing with clients for which they require qualification (since 7 Apr 2026)
    • CF30 Customer (since 4 Apr 2026)
    • CF1 Director (AR) (since 4 Apr 2026)
  • Matthew Wright

    IRN MXW00605

    • Appointed representative dealing with clients for which they require qualification (23 Aug 2022 to 29 Sep 2022)
  • Max Roy Donald Whitaker

    IRN MXW00263

    • Appointed representative dealing with clients for which they require qualification (25 Nov 2021 to 5 Jul 2022)
  • Maxine Tyldesley

    IRN MXT01647

    • CF1 Director (AR) (29 Jan 2010 to 17 Mar 2011)
  • Mayuriben Kapoor

    IRN MXK00278

    • Appointed representative dealing with clients for which they require qualification (24 Mar 2021 to 30 Apr 2025)
  • Melanie Eastwood

    IRN MXE01755

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 5 Dec 2021)
    • [FCA CF] Client dealing (since 5 Oct 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 6 Jan 2018)
    • [FCA CF] Functions requiring qualifications (5 Oct 2021 to 8 Dec 2021)
  • Melinda Ann Paris

    IRN MAB01345

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Oct 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 24 Oct 2023)
    • CF30 Customer (13 Apr 2017 to 24 Oct 2023)
    • CF1 Director (AR) (27 Jan 2017 to 24 Oct 2023)
  • Mercedes Elizabeth Osborne

    IRN MXO24365

    • 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 Jan 2024)
    • CF1 Director (AR) (since 28 Dec 2023)
  • Michael Brown

    IRN MXB01119

    • Appointed representative dealing with clients for which they require qualification (29 Mar 2023 to 19 Sep 2023)
  • Michael Gall

    IRN MXG26190

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • CF1 Director (AR) (since 23 Mar 2022)
    • Appointed representative dealing with clients for which they require qualification (since 14 Oct 2021)
    • [FCA CF] Functions requiring qualifications (30 Sep 2021 to 14 Oct 2021)

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.