Date authorised
30 January 2015
Companies House
SC334818
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    2/1 King James VI Business Centre
    Friarton Road
    Perth
    PH2 8DY
    UNITED KINGDOM
    Phone
    +441738583008
  • Complaints Contact

    2/1 King James VI Business Centre
    Friarton Road
    Perth
    PH2 8DY
    UNITED KINGDOM
    Phone
    +441738583008

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

  • Equity Release Advice

    For Customer, Home reversion plans

  • 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.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • 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”.
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · This permission is limited to not carrying out credit repair services

Approved individuals

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

  • Christopher Urquhart

    IRN CXU00019

    • 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 31 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 31 Jan 2025)
  • Claire Margaret Rylance

    IRN CXR00595

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 22 Feb 2025)
  • Clare Jennifer Lyall

    IRN CJG01094

    • 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 4 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 9 Sep 2025)
  • Colm Crossan

    IRN CXC67922

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2025)
  • Craig Caldwell

    IRN CXC00597

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 15 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (since 15 Jul 2025)
    • [FCA CF] Functions requiring qualifications (23 Jun 2025 to 15 Jul 2025)
  • Daniel James Bulloch

    IRN DXB00353

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 15 Jul 2025)
  • Danielle Ashley

    IRN DXC00417

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2020)
  • Denise Rose Murphy

    IRN DXM00744

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Jan 2024)
  • Dwyer Grimley

    IRN DXG00057

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 17 Dec 2025)
    • CF1 Director (AR) (since 18 Oct 2024)
  • Emily Jane Fleming

    IRN EXF00066

    • [FCA CF] Functions requiring qualifications (3 Sep 2024 to 22 Sep 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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