Date authorised
9 June 2014
Companies House
05355751
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    11 Duke Street
    Chelmsford
    Essex
    CM1 1HL
    UNITED KINGDOM
    Phone
    +441245253370
  • Complaints Contact

    11 Duke Street
    Chelmsford
    Essex
    CM1 1HL
    UNITED KINGDOM
    Phone
    +441245253370

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

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • 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

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • 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.

  • Amanda Hebdon

    IRN AXH01205

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 3 Jan 2025)
  • Gemma Susan Reynolds

    IRN GXR00051

    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 25 Jul 2025)
  • Joanne Sarah Williams

    IRN JSW00038

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 26 Aug 2020)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • [FCA CF] Manager of certification employee (26 Aug 2020 to 17 Nov 2021)
    • CF10 Compliance Oversight (10 May 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (9 Jun 2014 to 30 Sep 2018)
    • CF1 Director (9 Jun 2014 to 8 Dec 2019)
  • Katherine Jayne Pring

    IRN KJP01055

    • 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 9 Dec 2019)
  • Merrick George Allen

    IRN MXA02573

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (9 Jun 2014 to 8 Dec 2019)
  • Patrick Gregory Edward Ambrose

    IRN PXA00151

    • 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 8 Sep 2023)
  • Petar Svilar

    IRN PXS00944

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 5 Aug 2025)
  • Robert David Leonard

    IRN RDL01072

    • 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 9 Dec 2019)
  • Scott David Mason

    IRN SXM02998

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (9 Jun 2014 to 8 Dec 2019)

Recent activity

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

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