Date authorised
18 March 2020
Companies House
NI664623
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    109B Main Street
    Newcastle
    County Down
    BT33 0AE
    UNITED KINGDOM
    Phone
    +442843723222
  • Complaints Contact

    109B Main Street
    Newcastle
    County Down
    BT33 0AE
    UNITED KINGDOM
    Phone
    +442843723222

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

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · This activity is limited to relevant credit activities as defined in paragraph 2G of Schedule 6 of the Financial Services and Markets Act 2000
  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Lisa Maria Trainor

    IRN LXT27005

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 22 Mar 2021)
    • SMF16 Compliance Oversight (since 18 Mar 2020)
    • Responsible for Insurance Distribution (since 18 Mar 2020)
    • SMF3 Executive Director (since 14 Feb 2020)
  • Lisa Poland

    IRN LXP00235

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2022)
  • Natalie Charleton

    IRN NXC87635

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF3 Executive Director (since 27 Oct 2025)
    • [FCA CF] Functions requiring qualifications (since 20 Jul 2020)
    • Responsibility for MCD Intermediation (20 Jul 2020 to 15 Feb 2021)
    • SMF3 Executive Director (20 Jul 2020 to 15 Feb 2021)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.