Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Auckland HouseLydiard FieldsGreat Western WaySwindonWiltshireSN5 8UBUNITED KINGDOM- Phone
- +4401793567888
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Complaints Contact
Auckland HouseLydiard FieldsGreat Western WaySwindonWiltshireSN5 8UBUNITED KINGDOM- Phone
- +4401793567635
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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P2P Lending Advice
For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)
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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 Hide limitations
- · 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.
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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 Hide limitations
- · 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.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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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 Hide limitations
- · 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.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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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 Hide limitations
- · 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.
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Angela Forsythe
IRN AXM04779
- CF1 Director (AR) (4 Dec 2017 to 21 Feb 2019)
- CF30 Customer (13 Mar 2017 to 21 Feb 2019)
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Angela Lesley White
IRN AXW00242
- Appointed representative dealing with clients for which they require qualification (27 Sep 2022 to 14 Feb 2023)
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Angela Lodge
IRN AXL00513
- Appointed representative dealing with clients for which they require qualification (20 Dec 2022 to 6 Apr 2023)
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Angela Maria Butler
IRN AMB01443
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Feb 2025)
- CF1 Director (AR) (1 Dec 2017 to 31 Dec 2018)
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Angela Marie Owens
IRN AXO00076
- 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 9 Dec 2019)
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Angela Mary Jennifer Robert
IRN AXR00395
- Appointed representative dealing with clients for which they require qualification (17 Dec 2021 to 28 Oct 2022)
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Angela Mary Liptrot
IRN AML01159
- 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
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 20 May 2009)
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Angela May Russell
IRN AMR01076
- CF1 Director (AR) (9 Sep 2011 to 6 Mar 2018)
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Angela McAfee
IRN AXM05287
- Appointed representative dealing with clients for which they require qualification (12 Feb 2025 to 21 Aug 2025)
- CF30 Customer (30 Jan 2025 to 21 Aug 2025)
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Angela Smith
IRN AXS12551
- CF1 Director (AR) (20 Mar 2019 to 14 Feb 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Chase Independent Estates Ltd (no longer appointed)
FRN 582736 · Appointed 14 Jun 2012 · Until 18 Aug 2014
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Julie Twist Properties Ltd (no longer appointed)
FRN 582522 · Appointed 7 Jun 2012 · Until 5 Oct 2022
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Your Mortgage Broker (Peterborough) Ltd (no longer appointed)
FRN 582502 · Appointed 7 Jun 2012 · Until 27 Nov 2023
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Jonathan Christopher Miller (no longer appointed)
FRN 582480 · Appointed 6 Jun 2012 · Until 15 Jan 2015
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Stuart Ian William McDonald (no longer appointed)
FRN 581956 · Appointed 25 May 2012 · Until 29 Jun 2013
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Prime Wills & Trust Solutions Limited (no longer appointed)
FRN 581663 · Appointed 21 May 2012 · Until 9 Nov 2013
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Chase Morgan Financial Services Limited (no longer appointed)
FRN 580739 · Appointed 8 May 2012 · Until 18 Aug 2014
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.