Date authorised
1 April 2013
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    SBS House
    193 Dalry Road
    Edinburgh
    Midlothian
    EH11 2EF
    UNITED KINGDOM
    Phone
    +4403332074007
  • Complaints Contact

    SBS House
    193 Dalry Road
    Edinburgh
    Midlothian
    EH11 2EF
    UNITED KINGDOM
    Phone
    +4403332074007

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Bank Deposits

    For All, Deposit

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Lending

  • Mortgage Servicing

    For Customer, Regulated mortgage contract

  • 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.
  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Trades With You Directly

    For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Future (excluding a commodity future and a rolling spot forex contract), Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rolling spot forex contract, Spread Bet

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · The firm, in carrying out this regulated activity, is limited to entering into transactions in a manner which, if the firm was an unauthorised person, would come within article 16 of the RAO.
  • Mortgage Lending

    For Customer, Regulated mortgage contract

Approved individuals

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

  • Jacki Patricia Walker

    IRN JXW80589

    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 1 Feb 2022)
  • James Bowman Dunn

    IRN JBD01037

    • CF3 Chief Executive (31 Jan 2007 to 30 Sep 2007)
    • CF8 Apportionment and Oversight (31 Jan 2007 to 30 Sep 2007)
    • Responsible for Insurance Mediation (31 Jan 2007 to 2 Mar 2012)
    • CF1 Director (19 Sep 2005 to 2 Mar 2012)
  • James Coyle

    IRN JXC01518

    • CF2 Non Executive Director (1 Mar 2015 to 6 Mar 2016)
  • James Simpson Frew

    IRN JSF01051

    • [FCA CF] Manager of certification employee (7 Mar 2016 to 1 Jan 2022)
  • Jill Elizabeth Carson

    IRN JXC00226

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 May 2020)
  • John Boyd

    IRN JXB34402

    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 19 Dec 2022)
  • John Charles Ogston

    IRN JXO01411

    • SMF14 Senior Independent Director (1 Nov 2018 to 15 Jul 2020)
    • SMF12 Chair of the Remuneration Committee (28 Jul 2017 to 27 Jan 2020)
    • CF2 Non Executive Director (6 Jun 2013 to 6 Mar 2016)
  • John Henry Lloyd

    IRN JHL01071

    • SMF18 Other Overall Responsibility (6 Apr 2016 to 31 May 2017)
  • Karen Silver

    IRN KXS34408

    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 31 Jan 2020)
  • Karen Vandepeear

    IRN KXV00127

    • [FCA CF] Manager of certification employee (since 3 Nov 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.