Date authorised
27 October 2016
Companies House
09676170
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Barn 12, Runwell Hall Farm
    Hoe Lane
    Rettendon Common
    Chelmsford
    Essex
    CM3 8DQ
    UNITED KINGDOM
    Phone
    +4401245209851
  • Complaints Contact

    Barn 12, Runwell Hall Farm
    Hoe Lane
    Rettendon Common
    Chelmsford
    Essex
    CM3 8DQ
    UNITED KINGDOM
    Phone
    +4401245209851

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

  • Equity Release Advice

    For Customer, Home reversion plans

  • 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, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the administration of debt management plans In this limitation debt management plans are 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 Plan Admin

  • Debt Collection

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding the administration of debt management plans In this limitation debt management plans are 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."
  • Equity Release Setup

    For Customer, Home reversion plans

  • 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.

  • Joseph Newton

    IRN JXN00282

    • Appointed representative dealing with clients for which they require qualification (13 Jul 2023 to 14 May 2024)
  • Joshua Weekes

    IRN JXW00622

    • Appointed representative dealing with clients for which they require qualification (14 Oct 2021 to 11 Apr 2022)
  • Kennedy Lancashire

    IRN KXL00317

    • Appointed representative dealing with clients for which they require qualification (7 Jul 2024 to 23 Nov 2025)
  • Lee James Rout

    IRN LXR00073

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Lee Rodbard

    IRN LXR00343

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 3 Oct 2024)
  • Lewis Mills

    IRN LXM00463

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 19 Jul 2022)
  • Liam Clive Atkins

    IRN LCA01021

    • 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 1 Aug 2017)
    • Responsible for Insurance Mediation (1 Aug 2017 to 30 Sep 2018)
    • CF10 Compliance Oversight (27 Oct 2016 to 8 Dec 2019)
    • CF1 Director (27 Oct 2016 to 8 Dec 2019)
  • Lilly Adcock

    IRN LXA00164

    • Appointed representative dealing with clients for which they require qualification (8 Mar 2022 to 26 Mar 2025)
  • Luke Jacobs

    IRN LXJ00205

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 27 Mar 2024)
  • Matthew Peter Nurcombe

    IRN MXN00116

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 16 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 May 2024)

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.