Date authorised
19 September 2016
Companies House
08576127
Last scraped
1 week ago
Watch for changes

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.

  • Luke Michael Williams

    IRN LXW00353

    • [FCA CF] Functions requiring qualifications (23 May 2023 to 6 Feb 2026)
  • Mark Hughes

    IRN MXH00524

    • 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 16 Mar 2021)
  • Martyn Shaw

    IRN MXS00637

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 16 Mar 2021)
  • Michael Gallagher

    IRN MXG00180

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 21 Oct 2025)
  • Mitchell Martyn

    IRN MXM04761

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 19 Dec 2025)
  • Robert Christopher Jones

    IRN RXJ55614

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Jul 2022)
  • Sophie Owen

    IRN SXO00186

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 27 Nov 2023)
  • Stuart James Mico

    IRN SXM04596

    • SMF3 Executive Director (since 23 Dec 2024)
  • Thomas Rowlands

    IRN TXR00106

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF16 Compliance Oversight (since 20 Feb 2025)
    • SMF3 Executive Director (since 20 Feb 2025)
    • Responsible for Insurance Distribution (since 20 Feb 2025)
    • Responsibility for MCD Intermediation (since 20 Feb 2025)
    • [FCA CF] Significant management (since 4 Jul 2022)
    • [FCA CF] Functions requiring qualifications (since 16 Mar 2021)
    • [FCA CF] Manager of certification employee (since 16 Mar 2021)
  • Tomos Lee

    IRN TXL00142

    • CF1 Director (AR) (since 11 Nov 2021)

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.