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.

  • Jacqueline Wells

    IRN JXB02430

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 28 Mar 2023)
  • James Manley

    IRN JXM01342

    • [FCA CF] Functions requiring qualifications (21 Mar 2023 to 25 Jan 2024)
  • Joanne Clair Haworth

    IRN HXH00206

    • 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 11 May 2023)
  • Jyoti Thakur

    IRN JXT00696

    • [FCA CF] Functions requiring qualifications (8 May 2024 to 10 Apr 2025)
  • Keerthy Srinivasan

    IRN KXS00125

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

    IRN KXA00245

    • [FCA CF] Functions requiring qualifications (6 Apr 2023 to 10 Apr 2025)
  • Lee David Walker

    IRN LXW00405

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 26 Jun 2024)
  • MD Emdadul H Chowdhoury

    IRN MXC01052

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

    IRN MXL00676

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2024)
  • Michael George Ernest Hale

    IRN MXH00501

    • [FCA CF] Functions requiring qualifications (19 Apr 2023 to 17 Apr 2024)

Recent activity

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

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