Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
On-Line House50-56 North StreetHorshamWest SussexRH12 1RDUNITED KINGDOM- Phone
- +4401403214200
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Complaints Contact
On-Line House50-56 North StreetHorshamWest SussexRH12 1RDUNITED KINGDOM- Phone
- +4401403214200
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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P2P Lending Advice
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional
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Pension Transfer Advice
For Retail (Investment), Professional, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme
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- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Islamic Mortgage Advice
For Customer, Home purchase plans
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
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Islamic Mortgage Arranging
For Customer, Home purchase plans
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Arranges Asset Safekeeping
For Retail (Investment), Professional, Life Policy, Warrant, Government and public security, Personal pension scheme, Debenture, Share, Unit, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security)
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- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Credit Brokering
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Stockbroking
For Professional, Retail (Investment), Structured Deposits, Warrant, Government and public security, Personal pension scheme, Debenture, Share, Unit, Rights to or interests in investments (Contractually Based Investments), Certificates representing certain security, Rights to or interests in investments (Security), Stakeholder pension scheme, Life Policy
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Consumer Loans
Show 1 limitation Hide limitations
- · Limited to lending that is in connection with the repayment of fees which are only for ongoing services or regular premiums.
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Loan Servicing
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Islamic Mortgage Setup
For Customer, Home purchase plans
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Manages Your Portfolio
For Professional, Retail (Investment), Structured Deposits, Life Policy, Government and public security, Personal pension scheme, Share, Unit, Rights to or interests in investments (Security), Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Warrant, Certificates representing certain security, Debenture
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Mark Stephen Roy Towell
IRN MST01065
- (1050)CF1 Director (AR) (3 Aug 2012 to 29 Nov 2013)
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Mark Steven Anthony Pittaccio
IRN MSP00002
- (782)CF29 Significant management (10 Jan 2014 to 5 Aug 2015)
- (783)CF1 Director (20 Oct 2009 to 29 Nov 2013)
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Mark William Green
IRN MXG00372
- (89)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (90)Appointed representative dealing with clients for which they require qualification (since 1 Oct 2024)
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Mark William Poulton
IRN MWP01060
- (1821)CF30 Customer (1 Nov 2007 to 6 Dec 2016)
- (1822)CF21 Investment Adviser (16 Nov 2006 to 31 Oct 2007)
- (1823)CF1 Director (AR) (16 Nov 2006 to 6 Dec 2016)
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Marta Kus
IRN MXK00180
- (1368)Appointed representative dealing with clients for which they require qualification (27 Jan 2020 to 1 Apr 2022)
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Marta Moses
IRN MXM00793
- (1298)Director of firm who is not a certification employee or a SMF manager (16 Mar 2022 to 5 May 2026)
- (1299)CF1 Director (AR) (15 Mar 2022 to 6 May 2026)
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Martin Adrian King
IRN MAK00025
- (222)CF1 Director (AR) (29 Oct 2002 to 20 Jul 2005)
- (221)CF21 Investment Adviser (29 Oct 2002 to 8 Dec 2004)
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Martin Frank Noakes
IRN MFN00003
- (465)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 Feb 2002)
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Martin Geoffrey Byrom
IRN MGB00024
- (2001)CF4 Partner (AR) (12 Mar 2010 to 12 Feb 2014)
- (2000)CF30 Customer (12 Mar 2010 to 30 Dec 2010)
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Martin Gregory Betts
IRN MGB00010
- (2281)CF1 Director (AR) (1 Apr 2004 to 31 May 2007)
- (2279)CF21 Investment Adviser (12 May 2003 to 11 Sep 2006)
- (2278)CF22 Investment Adviser (Trainee) (24 Apr 2003 to 12 May 2003)
- (2280)CF4 Partner (AR) (24 Apr 2003 to 1 Apr 2004)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Sapphire Financial Management (no longer appointed)
FRN 163563 · Appointed 8 Sep 2000 · Until 14 Apr 2003
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Swift Wealth Management
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permission removed: CBTL Effective Date
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permission removed: CBTL Status
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controlled function added: (2036)SMF3 Executive Director
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controlled function added: (2035)SMF16 Compliance Oversight
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controlled function added: (2034)SMF17 Money Laundering Reporting Officer (MLRO)
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controlled function added: (2033)CF1 Director (AR)
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controlled function added: (2032)SMF1 Chief Executive
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controlled function added: (2031)Responsible for Insurance Distribution
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controlled function added: (2030)Responsibility for MCD Intermediation