Date authorised
1 March 2023
Companies House
11729395
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    31 Lemon Street
    Truro
    Cornwall
    TR1 2LS
    UNITED KINGDOM
    Phone
    +4407545575730
  • Complaints Contact

    31 Lemon Street
    Truro
    Cornwall
    TR1 2LS
    UNITED KINGDOM
    Phone
    +4407545575730

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 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.

  • Asmath Stanley

    IRN AXS00317

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Aug 2024)
  • Christopher David Gordon White

    IRN CDW01056

    • [FCA CF] Functions requiring qualifications (5 Mar 2024 to 31 Jan 2025)
  • Jonathan Marsh

    IRN JXM00787

    • 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 1 Mar 2023)
  • Mark Burge

    IRN MXB90129

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 5 Sep 2024)
  • Mark Richard Watson

    IRN MXW00298

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 3 May 2024)
  • Neil Paul Butler

    IRN NPB01094

    • [FCA CF] Functions requiring qualifications (1 Mar 2023 to 7 Aug 2023)
  • Paul Blake

    IRN PSB01111

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF3 Executive Director (since 1 Mar 2023)
    • [FCA CF] Functions requiring qualifications (since 1 Mar 2023)
    • Responsibility for MCD Intermediation (since 1 Mar 2023)
    • Responsible for Insurance Distribution (since 1 Mar 2023)
    • SMF16 Compliance Oversight (since 1 Mar 2023)
  • Robert Douglas Tom Atkinson

    IRN RXA00075

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Mar 2023)
  • Samantha Bluett

    IRN SXB00653

    • 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 1 Mar 2023)
  • Simon Paine

    IRN SXP58442

    • 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 2 Dec 2024)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.