Date authorised
5 July 2018
Companies House
10893857
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Austwick
    14 Paddockhall Road
    Haywards Heath
    West Sussex
    RH16 1HH
    UNITED KINGDOM
    Phone
    +441444410023
  • Complaints Contact

    Austwick
    14 Paddockhall Road
    Haywards Heath
    West Sussex
    RH16 1HH
    UNITED KINGDOM
    Phone
    +441444410023

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

  • 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.
  • 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”.
  • 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.

  • Christopher Michael French

    IRN CMF00001

    • 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] Client dealing (since 16 Feb 2024)
    • [FCA CF] Functions requiring qualifications (since 16 Feb 2024)
  • Lesley Jean Montgomery

    IRN LXM02082

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsibility for MCD Intermediation (since 5 Jul 2018)
    • CF1 Director (5 Jul 2018 to 8 Dec 2019)
  • Marc Desmond Montgomery

    IRN MXM04356

    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 5 Jul 2018)
    • CF10 Compliance Oversight (5 Jul 2018 to 8 Dec 2019)
    • CF1 Director (5 Jul 2018 to 8 Dec 2019)
    • Responsible for Insurance Mediation (5 Jul 2018 to 30 Sep 2018)

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.