Date authorised
1 April 2013
Companies House
06437737
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Metropolitan House
    Station Road
    Cheadle Hulme
    Cheadle
    Greater Manchester
    SK8 7AZ
    UNITED KINGDOM
    Phone
    +441614853401
  • Complaints Contact

    Metropolitan House
    Station Road
    Cheadle Hulme
    Cheadle
    Greater Manchester
    SK8 7AZ
    UNITED KINGDOM
    Phone
    +441614853401

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

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • 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, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Credit Score Services

Approved individuals

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

  • Edgar Harold Cankalis

    IRN EHC00001

    • CF30 Customer (4 Jan 2012 to 18 Jan 2012)
  • Elaine Ann Turley

    IRN EXT00136

    • [FCA CF] Functions requiring qualifications (4 Aug 2022 to 15 Sep 2023)
  • Elaine Cook

    IRN EXC00134

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Sep 2024)
  • Giuliano Martinelli

    IRN GXM00281

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2021)
  • Glen Morris

    IRN GXM00091

    • CF30 Customer (26 Oct 2011 to 17 Sep 2012)
  • Helen Julie Stabler

    IRN HJS00004

    • CF30 Customer (15 Sep 2008 to 11 Dec 2011)
  • Iain Fraser

    IRN IXF00058

    • [FCA CF] Functions requiring qualifications (22 Apr 2024 to 30 Jul 2024)
  • Ian Edward Williams

    IRN IXW00100

    • [FCA CF] Functions requiring qualifications (7 Apr 2022 to 18 Mar 2023)
  • Ian Kenneth Atkinson

    IRN IKA01010

    • CF30 Customer (29 Jun 2011 to 14 Dec 2012)
  • Ian Magee

    IRN IXM00133

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Nov 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • PayingForCare Limited (no longer appointed)

    FRN 577309 · Appointed 17 Apr 2012 · Until 22 Oct 2012

  • Telos Ltd (no longer appointed)

    FRN 489801 · Appointed 7 Oct 2008 · Until 1 Mar 2009

Recent activity

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

No changes recorded yet.