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.

  • Kayleigh Nicola Gill

    IRN KXG09209

    • [FCA CF] Client dealing (9 Dec 2019 to 17 Aug 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Aug 2021)
    • CF30 Customer (8 Dec 2018 to 8 Dec 2019)
  • Keith Ralph Stringer

    IRN KRS00017

    • 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 14 Oct 2025)
  • Keith Robinson

    IRN KXR00240

    • 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 5 Sep 2022)
  • Kelly Samantha Loader

    IRN KXL00130

    • [FCA CF] Functions requiring qualifications (2 Mar 2020 to 1 Mar 2024)
  • Kevin John Peter Garvin

    IRN KJG00019

    • CF30 Customer (4 Jul 2008 to 6 Mar 2009)
  • Kevin Michael Stelfox

    IRN KMS00010

    • CF1 Director (25 Jan 2012 to 8 May 2015)
  • Kevin Moroney

    IRN KXM00078

    • CF30 Customer (4 Jul 2008 to 9 Sep 2014)
  • Lee Beresford

    IRN LXB01532

    • CF30 Customer (31 Dec 2009 to 10 Oct 2012)
  • Louise Jane Irvine

    IRN LJI01012

    • [FCA CF] Client dealing (9 Dec 2019 to 29 Feb 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Feb 2024)
    • CF30 Customer (19 Jun 2012 to 8 Dec 2019)
  • Mark Andrew Gill

    IRN MXG00601

    • 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 14 Apr 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.