Date authorised
19 September 2016
Companies House
08576127
Last scraped
1 week ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Kimberley House
    Ty Glas Avenue
    Llanishen
    Cardiff
    Caerdydd
    CF14 5DX
    UNITED KINGDOM
    Phone
    +4402920766565
  • Complaints Contact

    Kimberley House
    Ty Glas Avenue
    Llanishen
    Cardiff
    Caerdydd
    CF14 5DX
    UNITED KINGDOM
    Phone
    +4402920766565

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

  • Equity Release Advice

    For Customer, Home reversion plans

  • 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.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • 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 Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the conclusion or administration of 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”.
  • 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”.
  • Equity Release Setup

    For Customer, Home reversion plans

  • 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.

  • Helen Jane Hobbs

    IRN HXH00122

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 30 Jan 2023)
  • Huw Martin Oddy

    IRN HMO01015

    • [FCA CF] Functions requiring qualifications (5 Feb 2024 to 14 Mar 2025)
  • Ian Hughes

    IRN IXH00089

    • [FCA CF] Functions requiring qualifications (20 May 2021 to 6 Dec 2021)
  • James Aled Lloyd

    IRN JAL01312

    • CF1 Director (AR) (26 Sep 2017 to 27 Jun 2018)
  • James Jones

    IRN JXJ00158

    • [FCA CF] Functions requiring qualifications (12 Aug 2021 to 16 Mar 2022)
  • Jamie Williams

    IRN JXW00490

    • 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] Manager of certification employee (since 2 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 16 Mar 2021)
  • John William Gilbert Morris

    IRN JXM03857

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 7 Jan 2025)
  • Krystal Jevons

    IRN KXJ00095

    • [FCA CF] Significant management (16 Mar 2021 to 18 Aug 2023)
  • Lahai Vandi

    IRN LXV00062

    • [FCA CF] Significant management (since 7 Jan 2021)
  • Luke Egan

    IRN LXE00059

    • [FCA CF] Functions requiring qualifications (16 Mar 2021 to 16 Jul 2021)
    • [FCA CF] Manager of certification employee (16 Mar 2021 to 16 Jul 2021)

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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