Date authorised
1 April 2013
Companies House
04399725
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Auckland House
    Lydiard Fields
    Great Western Way
    Swindon
    Wiltshire
    SN5 8UB
    UNITED KINGDOM
    Phone
    +4401793567888
  • Complaints Contact

    Auckland House
    Lydiard Fields
    Great Western Way
    Swindon
    Wiltshire
    SN5 8UB
    UNITED KINGDOM
    Phone
    +4401793567635

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 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.
  • 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

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • 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 Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • 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.

Approved individuals

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

  • Calum Dearlove

    IRN CXD10336

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 21 May 2025)
    • CF30 Customer (since 25 Apr 2025)
  • Calum George Lawson

    IRN CXL00110

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 May 2020)
  • Calum Jappy

    IRN CXJ00148

    • Appointed representative dealing with clients for which they require qualification (21 Apr 2022 to 13 Mar 2023)
    • CF30 Customer (12 Apr 2022 to 13 Mar 2023)
  • Calum Michael McCarthy

    IRN CXM01204

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 13 Mar 2025)
    • CF30 Customer (since 3 Mar 2025)
  • Calum Michael Strong

    IRN CXS00237

    • Appointed representative dealing with clients for which they require qualification (4 Mar 2020 to 2 Dec 2020)
  • Calum Whitfield

    IRN CXW33911

    • 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 21 Dec 2021)
  • Calvin Husbands

    IRN CXH00125

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF1 Director (AR) (24 May 2012 to 1 Oct 2025)
    • CF4 Partner (AR) (31 Mar 2008 to 15 May 2012)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • Cameron Bryan Cunningham Armitage

    IRN CXC00192

    • Appointed representative dealing with clients for which they require qualification (29 Jun 2023 to 26 Jan 2024)
  • Cameron David Gawn

    IRN CXG00567

    • 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 11 Dec 2024)
  • Cameron James Waldron

    IRN CJW01230

    • CF30 Customer (15 Jul 2009 to 1 Mar 2011)

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.