Date authorised
24 February 2020
Companies House
11154823
Last scraped
6 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    West Barn
    Wimborne Road
    Blandford Forum
    DT11 9HN
    UNITED KINGDOM
    Phone
    +4401258792274
  • Complaints Contact

    West Barn
    Wimborne Road
    Blandford Forum
    DT11 9HN
    UNITED KINGDOM
    Phone
    +4401258792274

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

  • 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.

  • Adele Louise May

    IRN AXB00642

    • [FCA CF] Functions requiring qualifications (22 Jul 2020 to 12 Jul 2024)
  • Alan Charles Summerfield

    IRN ACS01145

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 1 May 2025)
  • CARRIE SUZANNE BEALE

    IRN CXB00446

    • [FCA CF] Manager of certification employee (19 Apr 2021 to 31 Jul 2024)
    • [FCA CF] Functions requiring qualifications (19 Apr 2021 to 31 Jul 2024)
  • Clive Andrew Peart

    IRN CXP00180

    • [FCA CF] Functions requiring qualifications (10 Mar 2021 to 1 Dec 2021)
  • Colin Aubrey

    IRN CXA00236

    • CF1 Director (AR) (23 Aug 2022 to 6 Feb 2023)
  • Darren Fagan

    IRN DXF01485

    • CF1 Director (AR) (since 22 Aug 2022)
  • Deric John Burgess

    IRN DJB00055

    • [FCA CF] Functions requiring qualifications (12 Sep 2022 to 25 Apr 2024)
  • Gerald Joseph Stanley

    IRN GJS00031

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Manager of certification employee (since 2 Oct 2024)
    • Responsible for Insurance Distribution (since 31 Mar 2022)
    • Responsibility for MCD Intermediation (since 24 Feb 2020)
    • SMF3 Executive Director (since 24 Feb 2020)
    • SMF16 Compliance Oversight (since 24 Feb 2020)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Jayde Sidoli

    IRN JXS85266

    • [FCA CF] Functions requiring qualifications (16 Sep 2024 to 16 Oct 2024)
  • Jemma Louise Read

    IRN JXR19583

    • SMF3 Executive Director (24 Feb 2020 to 4 Mar 2020)

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.