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.

  • Leanne Halliday

    IRN LXH00099

    • [FCA CF] Functions requiring qualifications (5 Nov 2020 to 31 May 2021)
  • Lewis Denny

    IRN LXD00484

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

    IRN LXR49315

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 15 Nov 2023)
  • Mark Brady

    IRN MXB32848

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 14 Feb 2024)
  • Mark Larkins

    IRN MXL00188

    • [FCA CF] Functions requiring qualifications (28 Jun 2024 to 4 Jun 2025)
  • Michelle McConnell

    IRN MXM00968

    • [FCA CF] Functions requiring qualifications (6 Oct 2022 to 11 Oct 2024)
  • Murdo John McHardy

    IRN MJM01424

    • [FCA CF] Functions requiring qualifications (23 Jan 2025 to 17 Feb 2026)
  • Muriel Campbell

    IRN MXC69175

    • 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 15 Jul 2025)
    • CF1 Director (AR) (since 5 Jul 2025)
  • Murray Ewing

    IRN MXE01228

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 5 Nov 2020)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 19 Aug 2019)
    • CF10 Compliance Oversight (27 Feb 2018 to 8 Dec 2019)
    • CF1 Director (30 Jan 2015 to 8 Dec 2019)
  • Natalie Clifford

    IRN NXC00409

    • 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 15 Jul 2025)
    • CF1 Director (AR) (since 5 Jul 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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