Date authorised
1 December 2016
Companies House
05901651
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Honeybourne Place
    Jessop Avenue
    Cheltenham
    Gloucestershire
    GL50 3SH
    UNITED KINGDOM
    Phone
    +441242226353
  • Complaints Contact

    Honeybourne Place
    Jessop Avenue
    Cheltenham
    Gloucestershire
    GL50 3SH
    UNITED KINGDOM
    Phone
    +4401242585444

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 Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the conclusion or administration of 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”.
  • 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

  • Credit Score Services

Approved individuals

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

  • Adam Hayter

    IRN AXH00626

    • [FCA CF] Client dealing (4 Oct 2021 to 5 Oct 2021)
    • [FCA CF] Functions requiring qualifications (4 Oct 2021 to 5 Dec 2023)
  • Barry Ireland

    IRN BXI00006

    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 26 Aug 2021)
    • [FCA CF] Client dealing (1 Dec 2020 to 22 Jun 2021)
  • Chloe Marie Glinn

    IRN CXG00123

    • [FCA CF] Functions requiring qualifications (3 Dec 2020 to 25 Aug 2023)
    • [FCA CF] Client dealing (3 Dec 2020 to 4 Dec 2020)
  • Christopher John Henry

    IRN CXH00143

    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 23 Sep 2022)
    • [FCA CF] Client dealing (1 Dec 2020 to 22 Jun 2021)
  • Courtney Natasha Celine Richardson

    IRN CXR00208

    • [FCA CF] Functions requiring qualifications (10 Jan 2022 to 10 Mar 2023)
    • [FCA CF] Client dealing (10 Jan 2022 to 11 Jan 2022)
  • Daniel Martin Jones

    IRN DMJ01071

    • [FCA CF] Functions requiring qualifications (4 Jan 2021 to 26 Dec 2023)
    • [FCA CF] Client dealing (3 Dec 2020 to 22 Jun 2021)
  • Eliana Biasutti

    IRN EXB00073

    • [FCA CF] Client dealing (1 Dec 2020 to 8 Jan 2021)
    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 8 Jan 2021)
  • Ellen Roome

    IRN EMR00004

    • [FCA CF] Functions requiring qualifications (22 Jun 2021 to 14 Oct 2025)
    • [FCA CF] Client dealing (1 Dec 2020 to 22 Jun 2021)
    • [FCA CF] Manager of certification employee (1 Dec 2020 to 14 Oct 2025)
    • SMF16 Compliance Oversight (9 Dec 2019 to 17 Jun 2024)
    • SMF3 Executive Director (9 Dec 2019 to 17 Jun 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 17 Jun 2024)
    • CF10 Compliance Oversight (18 Apr 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 Dec 2016 to 30 Sep 2018)
    • CF1 Director (1 Dec 2016 to 8 Dec 2019)
    • Responsibility for MCD Intermediation (1 Dec 2016 to 17 Jun 2024)
  • Harriet George Betty Rose Minors

    IRN HXM00366

    • [FCA CF] Functions requiring qualifications (9 Aug 2023 to 21 Feb 2025)
  • Ian Joseph Plumpton

    IRN IJP01035

    • SMF3 Executive Director (since 14 Jun 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 14 Jun 2024)
    • SMF16 Compliance Oversight (since 14 Jun 2024)

Recent activity

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

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