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.

  • Jessica Brundle

    IRN JXB03521

    • [FCA CF] Manager of certification employee (18 Jun 2024 to 29 Aug 2025)
  • Jon Sturgess

    IRN JXS00611

    • SMF3 Executive Director (21 May 2024 to 29 Jul 2025)
  • Jonathan William James Rawlings

    IRN JXR00999

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 13 Jan 2026)
  • Luke Callum Damagnez

    IRN LXD00173

    • 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 Sep 2021)
    • [FCA CF] Client dealing (1 Sep 2021 to 2 Sep 2021)
  • Rachel Suzanne James

    IRN RSJ01023

    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 7 May 2021)
    • [FCA CF] Client dealing (1 Dec 2020 to 7 May 2021)
  • Ricky James Naylor

    IRN RXN00054

    • [FCA CF] Client dealing (1 Dec 2020 to 22 Jun 2021)
    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 20 Jun 2024)
  • Stephen Charles Harper

    IRN SCH00028

    • Responsible for Insurance Distribution (since 30 Sep 2024)
    • SMF3 Executive Director (since 30 Sep 2024)
    • SMF1 Chief Executive (since 30 Sep 2024)
    • Responsibility for MCD Intermediation (since 30 Sep 2024)

Recent activity

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

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