Date authorised
1 April 2013
Companies House
05458131
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    2 Manor Farm Offices
    Flexford Road
    North Baddesley
    Southampton
    Hampshire
    SO52 9DF
    UNITED KINGDOM
    Phone
    +4402382354344
  • Complaints Contact

    2 Manor Farm Offices
    Flexford Road
    North Baddesley
    Southampton
    Hampshire
    SO52 9DF
    UNITED KINGDOM
    Phone
    +4402382354344

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

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Personal pension scheme, Stakeholder pension scheme

    Show 1 limitation
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  • 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, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  • Credit Score Services

Approved individuals

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

  • Avneet Ioannou

    IRN AXI00030

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2021)
  • Benjamin Parandeh-Kany

    IRN BXP00060

    • 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)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Charlotte Louise Maher

    IRN CXW00103

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Dec 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Dec 2023)
  • Christopher James Croake

    IRN CJC00049

    • 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)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • CF1 Director (AR) (24 Nov 2021 to 15 Apr 2024)
    • SMF3 Executive Director (9 Dec 2019 to 17 Feb 2021)
    • [FCA CF] Significant management (9 Dec 2019 to 30 Mar 2021)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 17 Feb 2021)
    • CF10 Compliance Oversight (14 Apr 2009 to 11 Jun 2013)
    • CF1 Director (3 Jan 2006 to 8 Dec 2019)
  • Clinton James Whitfield

    IRN CXW00102

    • 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)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Craig John Harwood

    IRN CJH01382

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • CF1 Director (AR) (since 2 Jun 2021)
    • CF30 Customer (since 2 Jun 2021)
    • Appointed representative dealing with clients for which they require qualification (since 8 Mar 2021)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (22 Apr 2015 to 8 Dec 2019)
  • Dean Barry Hurst

    IRN DXH00172

    • 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)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Gemma Louise Olivia Edwards

    IRN GXS00123

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Gillian Elizabeth Hibbard

    IRN GEH01032

    • CF10 Compliance Oversight (12 Dec 2007 to 5 Apr 2009)
  • Glen Andrew Belcher

    IRN GAB00030

    • CF30 Customer (1 Nov 2007 to 9 Apr 2008)
    • CF21 Investment Adviser (9 May 2007 to 31 Oct 2007)

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.