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.

  • Kelsey Hastie

    IRN KXH00494

    • 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)
  • Kelsey Phillips

    IRN KXP42135

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 22 May 2024)
    • Appointed representative dealing with clients for which they require qualification (since 6 Jul 2023)
  • Kerry Ann Pettitt

    IRN KXP27360

    • Appointed representative dealing with clients for which they require qualification (22 Jan 2020 to 31 Jan 2022)
    • CF1 Director (AR) (21 Jan 2020 to 31 Jan 2022)
  • Kerry Cahoon

    IRN KXC00184

    • Appointed representative dealing with clients for which they require qualification (8 Jul 2021 to 31 Jul 2024)
  • Kerry Jerabek

    IRN KAJ01036

    • 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 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 29 Oct 2018)
  • Kerry Weaver

    IRN KXW00111

    • 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
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • Kevin Challis

    IRN KXC00360

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 5 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (since 5 Jun 2025)
    • CF30 Customer (since 20 Jan 2025)
    • CF1 Director (AR) (since 10 Nov 2023)
  • Kevin Gribble

    IRN KXG00017

    • Appointed representative dealing with clients for which they require qualification (15 Oct 2020 to 3 Apr 2024)
  • Khubaib Masaud Malik

    IRN KMM01091

    • CF1 Director (AR) (8 Jun 2011 to 12 Dec 2011)
  • Khushali Dilipkumar Nandvana

    IRN KXN00145

    • 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 13 Jan 2026)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • James Henshaw (no longer appointed)

    FRN 587603 · Appointed 5 Sep 2012 · Until 12 Feb 2016

  • Insight FS Limited (no longer appointed)

    FRN 587591 · Appointed 5 Sep 2012 · Until 30 Jul 2013

  • Paul Weedon (no longer appointed)

    FRN 586091 · Appointed 9 Aug 2012 · Until 11 Jul 2019

  • Ishfak Chohan (no longer appointed)

    FRN 585572 · Appointed 31 Jul 2012 · Until 7 May 2014

  • Amardeep Dosanjh (no longer appointed)

    FRN 584557 · Appointed 12 Jul 2012 · Until 31 Jul 2014

  • Sasha Brkic (no longer appointed)

    FRN 584044 · Appointed 28 Jun 2012 · Until 7 Apr 2014

  • Milan Nathwani (no longer appointed)

    FRN 584014 · Appointed 28 Jun 2012 · Until 17 Nov 2014

  • Vani Garikipati (no longer appointed)

    FRN 582677 · Appointed 13 Jun 2012 · Until 5 Dec 2012

  • Chris Sheldrake (no longer appointed)

    FRN 582682 · Appointed 13 Jun 2012 · Until 29 Dec 2014

  • David Fletcher (no longer appointed)

    FRN 582583 · Appointed 11 Jun 2012 · Until 19 Dec 2017

Recent activity

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

No changes recorded yet.