Date authorised
25 March 2021
Companies House
12577421
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    14 Little Orchard Close
    Modbury
    Ivybridge
    Devon
    PL21 0FY
    UNITED KINGDOM
    Phone
    +447970328168
  • Complaints Contact

    20
    Melville Building
    Royal William Yard
    Plymouth
    Devon
    PL21 0FY
    UNITED KINGDOM
    Phone
    +447970328168

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

  • 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.

  • Alexander William Norris

    IRN AXN00296

    • [FCA CF] Functions requiring qualifications (15 Mar 2023 to 25 Jan 2024)
  • Amanda Clare Curd

    IRN AXC00926

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 22 Nov 2023)
  • Asmath Stanley

    IRN AXS00317

    • [FCA CF] Functions requiring qualifications (9 May 2022 to 9 Aug 2024)
  • Beloslava Ivaylova Simeonova

    IRN BXS00392

    • [FCA CF] Functions requiring qualifications (15 Mar 2023 to 25 Jan 2024)
  • Cigdem Aslan

    IRN CXA00225

    • [FCA CF] Functions requiring qualifications (30 Sep 2024 to 11 Feb 2026)
  • Clive Andrew Peart

    IRN CXP00180

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 21 Dec 2023)
  • Daniela Stoica

    IRN DXS00600

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 12 Sep 2022)
  • David Paul Salmon

    IRN DXS00966

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 6 Feb 2024)
  • Deanne Louise Jenny Straker

    IRN DLD01034

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [PRA CF] Key function holder (since 25 Mar 2021)
    • SMF16 Compliance Oversight (since 25 Mar 2021)
    • Director of firm who is not a certification employee or a SMF manager (since 25 Mar 2021)
    • Responsibility for MCD Intermediation (since 25 Mar 2021)
    • Responsible for Insurance Distribution (since 25 Mar 2021)
    • SMF3 Executive Director (since 25 Mar 2021)
    • [FCA CF] Benchmark submission and administration (since 25 Mar 2021)
    • [FCA CF] CASS oversight function (since 25 Mar 2021)
    • [FCA CF] Client dealing (since 25 Mar 2021)
    • [FCA CF] Functions requiring qualifications (since 25 Mar 2021)
    • [FCA CF] Significant management (since 25 Mar 2021)
  • Erin Louise Babb

    IRN EXR00191

    • [FCA CF] Functions requiring qualifications (26 Sep 2023 to 16 Apr 2024)

Recent activity

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

No changes recorded yet.