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.

  • Joe Kempster

    IRN JXK00793

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 28 Apr 2025)
  • Jordan Tuttle

    IRN JXT01803

    • [FCA CF] Functions requiring qualifications (26 Feb 2020 to 12 Apr 2021)
  • Lucy Osmond

    IRN LJM01143

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 29 Mar 2022)
  • Maira Cruz Oliveira

    IRN MXC00657

    • [FCA CF] Functions requiring qualifications (7 Jan 2022 to 31 Aug 2022)
  • Matthew John Nathan Clegg

    IRN MJC01622

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 13 Nov 2023)
  • Michael John Lathbury

    IRN MJL00006

    • [FCA CF] Functions requiring qualifications (21 Apr 2020 to 22 Sep 2021)
  • Nicholas Roy James Ralph

    IRN NXR00004

    • [FCA CF] Functions requiring qualifications (29 Mar 2021 to 10 Aug 2021)
  • Oliver James Beamer

    IRN OXB00035

    • CF1 Director (AR) (since 5 Aug 2022)
  • Rachel Ann Isles

    IRN RAI00003

    • CF1 Director (AR) (since 6 Jan 2025)
  • Rhona Hilary Wiltshire

    IRN RXW00258

    • [FCA CF] Functions requiring qualifications (27 Feb 2020 to 11 Jan 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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