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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Craig Stewart Webster
IRN CSW00007
- CF30 Customer (1 Nov 2007 to 30 Nov 2011)
- CF1 Director (AR) (1 Jun 2005 to 30 Nov 2011)
- CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
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Craig Stuart Blundy
IRN CXB00273
- 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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Craig Thomas Couper Bramley
IRN CXB79336
- Appointed representative dealing with clients for which they require qualification (29 Apr 2025 to 5 Dec 2025)
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Craig Thomas Jarvie
IRN CTJ01003
- Appointed representative dealing with clients for which they require qualification (12 Mar 2021 to 3 Oct 2022)
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Craig Woolnough
IRN CXW00205
- Appointed representative dealing with clients for which they require qualification (21 Jan 2020 to 7 Mar 2025)
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Cristian De Zen
IRN CXD01277
- CF30 Customer (28 Apr 2020 to 14 May 2020)
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Cristian Turcanu
IRN CXT00419
- 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 23 May 2023)
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Cristiana-Elena Rogoff
IRN CXR00592
- Appointed representative dealing with clients for which they require qualification (29 Jan 2025 to 1 Dec 2025)
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Curtis Grant Holmes
IRN CXH00475
- 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 24 Nov 2025)
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Curtis John Linney
IRN CXL00262
- Appointed representative dealing with clients for which they require qualification (29 Mar 2023 to 7 Feb 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Financially Sound Ltd
FRN 469827 · Appointed 27 Sep 2011
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Tailor Made Financial Ltd
FRN 563916 · Appointed 5 Sep 2011
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CMD Financial Solutions Ltd
FRN 538333 · Appointed 24 Jun 2011
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TJD Services Kent Limited
FRN 554062 · Appointed 22 Jun 2011
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Horizon Financial Solutions
FRN 216150 · Appointed 13 Jun 2011
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Beverley Williams
FRN 541236 · Appointed 9 Feb 2011
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Intouch Financial Advice Limited
FRN 540817 · Appointed 3 Feb 2011
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The Penny Group Ltd
FRN 536216 · Appointed 19 Nov 2010
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Classic Mortgages Partnership Ltd
FRN 467516 · Appointed 11 Nov 2010
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CK Financial Advisory Ltd
FRN 534127 · Appointed 22 Oct 2010
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.