Date authorised
1 April 2013
Companies House
05709133
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    1 The Cornerstone
    Market Place
    Kegworth
    Derbys
    DE74 2EE
    UNITED KINGDOM
    Phone
    +4401509674335
  • Complaints Contact

    Saltus, 4500 Parkway
    Whiteley
    Fareham
    Hampshire
    PO15 7AZ
    UNITED KINGDOM
    Phone
    +4401489663700

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

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • 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 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.
  • 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, Structured Deposits, 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, Structured Deposits, 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, Structured Deposits, 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.

Approved individuals

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

  • John Boye

    IRN JXB03471

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 1 Jun 2022)
    • [FCA CF] Functions requiring qualifications (since 1 Jun 2022)
  • John Coe

    IRN JXC00053

    • CF30 Customer (27 Jan 2014 to 3 Oct 2014)
  • John Henry Ian Keiller

    IRN JIK00001

    • CF30 Customer (24 Oct 2016 to 2 Sep 2019)
  • John Leslie Peake

    IRN JLP00002

    • CF4 Partner (AR) (14 May 2013 to 24 Jun 2014)
    • CF30 Customer (9 Aug 2012 to 9 Jul 2018)
  • Jonathan Charles Dear

    IRN JCD01117

    • Responsible for Insurance Distribution (1 Oct 2018 to 31 Oct 2018)
    • Responsibility for MCD Intermediation (11 Nov 2016 to 31 Oct 2018)
    • Responsible for Insurance Mediation (8 Nov 2016 to 30 Sep 2018)
    • CF3 Chief Executive (3 Oct 2016 to 31 Oct 2018)
    • CF1 Director (3 Oct 2016 to 31 Oct 2018)
  • Jonathan Hugo Macintosh

    IRN JHM01042

    • SMF3 Executive Director (since 21 Nov 2025)
  • Julie Bloor

    IRN JXB00356

    • CF30 Customer (17 Jun 2013 to 8 Jul 2019)
  • Karen Jane Turner

    IRN KJT01050

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2021)
  • Keith Alan Jayne

    IRN KAJ00007

    • [FCA CF] Functions requiring qualifications (11 Dec 2020 to 15 Oct 2024)
    • [FCA CF] Client dealing (11 Dec 2020 to 15 Oct 2024)
  • Kelly Jane Adams

    IRN KXA00404

    • 9A. Advising on P2P agreements
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 3 Mar 2025)
    • [FCA CF] Client dealing (since 3 Mar 2025)

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.