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.

  • Cameron John McNeil

    IRN CXM00446

    • Appointed representative dealing with clients for which they require qualification (15 Apr 2021 to 15 Feb 2022)
  • Cameron Peter Blair Moffat

    IRN CXM00276

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 May 2021)
  • Cameron Thomas Wallace

    IRN CTW00004

    • CF22 Investment Adviser (Trainee) (2 Feb 2007 to 1 May 2007)
  • Cameron Wilkinson

    IRN CXW01917

    • CF1 Director (AR) (6 Jul 2018 to 14 Dec 2018)
  • Cara Ferns

    IRN CXF01508

    • 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 28 Feb 2025)
  • Cara Louise Delemere

    IRN CXD00251

    • Appointed representative dealing with clients for which they require qualification (4 Jun 2021 to 9 Nov 2022)
  • Carl Alan Jackson

    IRN CAJ01084

    • CF30 Customer (25 Aug 2015 to 24 Mar 2017)
  • Carl Andrew Sidgwick

    IRN CAS00061

    • CF30 Customer (25 Jun 2012 to 19 Feb 2013)
  • Carl Anthony Cashman

    IRN CXC57647

    • Appointed representative dealing with clients for which they require qualification (30 Apr 2020 to 15 Apr 2022)
  • Carl Anthony Summers

    IRN CAS00006

    • 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)
    • CF4 Partner (AR) (16 Aug 2012 to 25 Feb 2026)

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.