Date authorised
1 November 2017
Companies House
NI645367
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    243 Upper Newtownards Road
    Belfast
    County Antrim
    BT4 3JF
    UNITED KINGDOM
    Phone
    +442895609410
  • Complaints Contact

    243 Upper Newtownards Road
    Belfast
    County Antrim
    BT4 3JF
    UNITED KINGDOM
    Phone
    +442895609410

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

  • 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.

  • Caolan McNally-Coyle

    IRN CXM00457

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (1 Apr 2021 to 2 Apr 2021)
    • [FCA CF] Functions requiring qualifications (1 Apr 2021 to 2 Apr 2021)
  • Conor Thomas Gorman

    IRN CXG00459

    • [FCA CF] Functions requiring qualifications (1 Sep 2021 to 31 Jan 2025)
  • Dean McGhee

    IRN DXM69022

    • [FCA CF] Functions requiring qualifications (16 Aug 2021 to 30 Nov 2023)
  • Filip Klimek

    IRN FXK00041

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2021)
    • Appointed representative dealing with clients for which they require qualification (1 Apr 2021 to 2 Apr 2021)
  • Helmut Mark Elstner

    IRN HME01024

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2021)
    • 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 1 Nov 2017)
    • CF10 Compliance Oversight (1 Nov 2017 to 8 Dec 2019)
    • CF1 Director (1 Nov 2017 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 Nov 2017 to 30 Sep 2018)
  • James Ray

    IRN JXR00713

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 3 Feb 2025)
  • Laura Marie Lewis

    IRN LXG00105

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2023)
  • Lois Robyn Kitchen

    IRN LXT00141

    • [FCA CF] Functions requiring qualifications (19 Jul 2023 to 4 Feb 2025)
  • Martin Charles McCullough

    IRN MCM01100

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 29 Apr 2025)
  • Sheena Campbell

    IRN SXL00320

    • [FCA CF] Functions requiring qualifications (1 Apr 2021 to 17 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (1 Apr 2021 to 2 Apr 2021)

Recent activity

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

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