Date authorised
1 June 2016
Companies House
08525726
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3 Sedgemoor Vale
    Bolton
    Lancashire
    BL2 4HW
    UNITED KINGDOM
    Phone
    +441204884545
  • Complaints Contact

    3 Sedgemoor Vale
    Bolton
    Lancashire
    BL2 4HW
    UNITED KINGDOM
    Phone
    +4401204884545

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

  • Equity Release Advice

    For Customer, Home reversion plans

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    For Customer

    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

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Amanda Jane Hunt

    IRN AXH00356

    • Appointed representative dealing with clients for which they require qualification (8 Dec 2020 to 13 Mar 2023)
  • Cameron Bryan Cunningham Armitage

    IRN CXC00192

    • 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 23 Feb 2026)
  • Charlene Broome

    IRN CXB00252

    • 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 23 Feb 2026)
  • Christopher Richard South

    IRN CXS00263

    • Appointed representative dealing with clients for which they require qualification (3 Dec 2020 to 11 Sep 2023)
  • David Keith Griffin

    IRN DXG01703

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsible for Insurance Mediation (1 Jun 2016 to 30 Sep 2018)
    • CF1 Director (1 Jun 2016 to 8 Dec 2019)
  • Derek Sung

    IRN DXS09050

    • 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 10 Mar 2026)
  • Holly Hensleigh

    IRN HXH00101

    • Appointed representative dealing with clients for which they require qualification (18 Aug 2023 to 11 Sep 2023)
  • Kevin Woods

    IRN KXW00345

    • Appointed representative dealing with clients for which they require qualification (11 Apr 2023 to 12 Sep 2023)
  • Madeleine Butler

    IRN MXB00293

    • 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 23 Feb 2026)
  • Nicholas Roger Dutton

    IRN NRD00012

    • Appointed representative dealing with clients for which they require qualification (6 Feb 2023 to 12 Sep 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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