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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Simon John Bridgland
IRN SJB00090
- (1873)CF21 Investment Adviser (7 Feb 2005 to 10 Feb 2006)
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Simon John William Westwood
IRN SJW00104
- (65)CF21 Investment Adviser (4 Aug 2003 to 21 Nov 2005)
- (64)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 4 Aug 2003)
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Simon Keith Hale
IRN SKH00002
- (2541)CF30 Customer (3 Mar 2008 to 12 Mar 2010)
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Simon Kirkpatrick
IRN SXK00043
- (1693)CF22 Investment Adviser (Trainee) (21 Dec 2004 to 31 Aug 2005)
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Simon Mark Jones
IRN SMJ00013
- (1145)CF30 Customer (19 Apr 2010 to 28 Dec 2012)
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Simon Oliver Harry Thompson
IRN SXT00373
- (1305)Appointed representative dealing with clients for which they require qualification (10 Jan 2022 to 11 Oct 2023)
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Simon Rodney Hill
IRN WXH00027
- (100)CF1 Director (AR) (23 Apr 2002 to 30 Dec 2004)
- (99)CF22 Investment Adviser (Trainee) (23 Apr 2002 to 11 Aug 2003)
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Simon Statham
IRN SXS82311
- (1929)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1930)Appointed representative dealing with clients for which they require qualification (since 4 Jan 2021)
- (1931)Director of firm who is not a certification employee or a SMF manager (since 4 Jan 2021)
- (1932)CF1 Director (AR) (since 16 Dec 2020)
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Sinead Costello
IRN SXC02918
- (1227)11. Pension transfer specialist
- (1230)4. Giving personal recommendations on retail investment products which are not broker funds
- (1229)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (1228)9A. Advising on P2P agreements
- (1233)Director of firm who is not a certification employee or a SMF manager (since 14 Jul 2022)
- (1232)Appointed representative dealing with clients for which they require qualification (since 14 Jul 2022)
- (1234)CF1 Director (AR) (since 10 May 2022)
- (1231)CF30 Customer (since 10 May 2022)
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Sonia Dinkerbhai Patel
IRN SDP01098
- (720)CF30 Customer (4 Jun 2010 to 2 Sep 2010)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Skyblue Financial Planners (no longer appointed)
FRN 611388 · Appointed 9 Dec 2013 · Until 21 Dec 2016
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Eric Donald Wright Morton (no longer appointed)
FRN 609531 · Appointed 1 Nov 2013 · Until 6 Jul 2022
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Oakdale Financial Services Ltd (no longer appointed)
FRN 575995 · Appointed 8 Oct 2013 · Until 8 Oct 2013
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Intelligence Mortgage Solutions Limited (no longer appointed)
FRN 607771 · Appointed 26 Sep 2013 · Until 15 Jun 2015
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2029)SMF3 Executive Director
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controlled function added: (2028)SMF9 Chair of the Governing Body
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controlled function added: (2027)SMF10 Chair of the Risk Committee
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controlled function added: (2026)CF1 Director (AR)
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controlled function added: (2025)SMF2 Chief Finance
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controlled function added: (2024)SMF3 Executive Director
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controlled function added: (2023)CF1 Director (AR)
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controlled function added: (2022)SMF3 Executive Director
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controlled function added: (2021)CF1 Director (AR)
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controlled function added: (2020)Director of firm who is not a certification employee or a SMF manager