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.

  • Beth Jayne Carter

    IRN BXC00115

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Aug 2022)
  • Beth Louise Hunter

    IRN BLT01025

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Mar 2023)
    • CF30 Customer (6 Feb 2017 to 23 Dec 2020)
  • Beth Meade

    IRN BXM00533

    • 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 5 Sep 2025)
  • Bethan Mulcaster

    IRN BXM00559

    • 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 19 Feb 2026)
  • Bethan Sarah Ruth Taylor

    IRN BXT00412

    • Appointed representative dealing with clients for which they require qualification (25 Sep 2024 to 10 Jan 2025)
  • Bethany Anne Hillman

    IRN BXH00112

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jan 2021)
  • Bethany Josephine Colburn

    IRN BXC00228

    • 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 15 Dec 2021)
  • Bethany Louise Pollock

    IRN BXP00073

    • Appointed representative dealing with clients for which they require qualification (2 Mar 2020 to 4 Jan 2022)
  • Bethany-Jane Seal

    IRN BXS00107

    • Appointed representative dealing with clients for which they require qualification (17 Feb 2023 to 19 Jul 2023)
  • Betsy Elizabeth Kuruvilla

    IRN BXK00228

    • 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 13 Mar 2025)

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.