Date authorised
21 January 2022
Companies House
12937996
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    24 Oakwood
    Berkhamsted
    Hertfordshire
    HP4 3NQ
    UNITED KINGDOM
    Phone
    +4407780955748
  • Complaints Contact

    24 Oakwood
    Berkhamsted
    Hertfordshire
    HP4 3NQ
    UNITED KINGDOM
    Phone
    +4407780955748

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

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

  • 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 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.

  • Amanda Karen Salter

    IRN AXS05626

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 11 Nov 2025)
  • Bhupendra Gohel

    IRN BXG00012

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2022)
  • Ian Davidson Whitfield

    IRN IDW01048

    • SMF16 Compliance Oversight (since 21 Jan 2022)
    • Responsible for Insurance Distribution (since 21 Jan 2022)
    • SMF3 Executive Director (since 21 Jan 2022)
    • Responsibility for MCD Intermediation (since 21 Jan 2022)
  • John Peter Richardson

    IRN JPR00007

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • SMF16 Compliance Oversight (since 18 Mar 2026)
    • SMF3 Executive Director (since 18 Mar 2026)
    • Responsibility for MCD Intermediation (since 18 Mar 2026)
    • Responsible for Insurance Distribution (since 18 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2022)
    • Director of firm who is not a certification employee or a SMF manager (7 Mar 2022 to 8 Mar 2022)
  • Kevin Rory Salter

    IRN KRS00007

    • 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] Functions requiring qualifications (since 1 Apr 2022)
    • Director of firm who is not a certification employee or a SMF manager (7 Mar 2022 to 8 Mar 2022)

Recent activity

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

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