Date authorised
1 April 2013
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    33-37 Wellington Place
    Belfast
    County Antrim
    BT1 6HH
    UNITED KINGDOM
    Phone
    +4402890244926
  • Complaints Contact

    33-37 Wellington Place
    Belfast
    County Antrim
    BT1 6HH
    UNITED KINGDOM
    Phone
    +4402890244926

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Bank Deposits

    For All, Deposit

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Lending

  • Mortgage Servicing

    For Customer, Regulated mortgage contract

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • 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
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Stockbroking

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

  • 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 Lending

    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.

  • Jan Andrews

    IRN JXA00527

    • [FCA CF] Material risk taker (since 1 Jul 2022)
  • Jane Elizabeth Steen

    IRN JXS35875

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 26 Nov 2018)
  • Jane Millar

    IRN JXM03951

    • SMF24 Chief Operations (since 1 Apr 2026)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 1 Apr 2018)
    • Responsible for Insurance Mediation (1 Apr 2018 to 30 Sep 2018)
    • SMF18 Other Overall Responsibility (1 Apr 2018 to 1 Apr 2026)
  • Jennifer Burgon

    IRN JXB35841

    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 30 Jun 2025)
  • Joan Smyth

    IRN JXS01616

    • CF2 Non Executive Director (1 Dec 2001 to 24 Apr 2012)
  • John Doran

    IRN JXD02056

    • CF2 Non Executive Director (8 Mar 2012 to 23 Dec 2014)
  • John Patrick Healy

    IRN JXH01339

    • Director of firm who is not a certification employee or a SMF manager (since 1 Aug 2024)
  • John Trethowan

    IRN JXT01221

    • SMF9 Chair of the Governing Body (7 Mar 2016 to 30 May 2017)
    • CF2 Non Executive Director (17 Jan 2012 to 6 Mar 2016)
  • Julia Florence Ellis

    IRN JFA00005

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 7 Mar 2016)
  • Julie Louise Harte

    IRN JXH35853

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 7 Mar 2016)

Recent activity

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

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