Date authorised
5 December 2019
Companies House
11458136
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    707B
    Wimborne Road
    Bournemouth
    Dorset
    BH9 2AU
    UNITED KINGDOM
    Phone
    +447870883532
  • Complaints Contact

    242 Columbia Road
    Bournemouth
    Dorset
    BH10 4DS
    UNITED KINGDOM
    Phone
    +447870883532

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

Approved individuals

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

  • Adnan Butt

    IRN AXB04726

    • [FCA CF] Client dealing (since 1 Aug 2022)
  • Andrew John Davies

    IRN AJD00024

    • [FCA CF] Client dealing (10 Apr 2025 to 12 Jan 2026)
    • [FCA CF] Functions requiring qualifications (10 Apr 2025 to 12 Jan 2026)
  • Christopher David Wilcox

    IRN CXW00290

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 18 Feb 2025)
    • [FCA CF] Client dealing (since 12 Feb 2025)
  • Jordan Tuttle

    IRN JXT01803

    • 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] Client dealing (since 23 Sep 2025)
    • [FCA CF] Functions requiring qualifications (since 23 Sep 2025)
  • Mohammad Razibul Islam

    IRN MXI00158

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 21 Nov 2022)
  • Paul Simon Haydon

    IRN PSH01093

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Responsibility for MCD Intermediation (since 5 Dec 2019)
    • Responsible for Insurance Distribution (since 5 Dec 2019)
    • [PRA CF] Key function holder (9 Dec 2019 to 9 Dec 2020)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 9 Dec 2020)
    • CF10 Compliance Oversight (5 Dec 2019 to 8 Dec 2019)
    • CF1 Director (5 Dec 2019 to 8 Dec 2019)
  • Prashantha Amila Kuranage Perera

    IRN PXP00112

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 2 Feb 2021)
  • Stephen Antony Hanks

    IRN SAH01175

    • [FCA CF] Functions requiring qualifications (8 Jan 2025 to 15 Jul 2025)

Recent activity

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

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