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
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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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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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Paul Martin McCaughey
IRN PMM00001
- (1235)Director of firm who is not a certification employee or a SMF manager (10 Nov 2020 to 20 Jan 2022)
- (1236)CF1 Director (AR) (14 Oct 2020 to 20 Jan 2022)
- (1233)CF30 Customer (14 Oct 2020 to 17 Nov 2020)
- (1234)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Jan 2022)
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Paul Martin Miller
IRN PMM01156
- (1349)4. Giving personal recommendations on retail investment products which are not broker funds
- (1348)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (1347)9A. Advising on P2P agreements
- (1351)Appointed representative dealing with clients for which they require qualification (since 2 Sep 2024)
- (1350)CF30 Customer (since 25 Jul 2024)
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Paul Martin Parsons
IRN PMP01068
- (1279)4. Giving personal recommendations on retail investment products which are not broker funds
- (1277)7. Giving personal recommendations on long-term care insurance contracts
- (1276)9A. Advising on P2P agreements
- (1278)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (1274)21. Advising or arranging (bringing about) equity release transactions
- (1275)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1282)Director of firm who is not a certification employee or a SMF manager (since 12 Dec 2023)
- (1281)Appointed representative dealing with clients for which they require qualification (since 12 Dec 2023)
- (1280)CF30 Customer (since 27 Nov 2023)
- (1283)CF1 Director (AR) (since 27 Nov 2023)
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Paul McCaughey
IRN PXM00215
- (1363)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Nov 2020)
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Paul Philip Jones
IRN PPJ00001
- (1550)CF21 Investment Adviser (23 Feb 2004 to 26 Mar 2007)
- (1549)CF22 Investment Adviser (Trainee) (3 Sep 2003 to 23 Feb 2004)
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Paul Radley Drew
IRN PRD00010
- (2518)CF30 Customer (20 Mar 2013 to 17 Jun 2013)
- (2522)CF1 Director (AR) (5 Mar 2008 to 20 Aug 2010)
- (2520)CF21 Investment Adviser (20 Aug 2002 to 31 Oct 2007)
- (2519)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 Aug 2002)
- (2521)CF4 Partner (AR) (1 Dec 2001 to 5 Mar 2008)
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Paul Richard Rippingham
IRN PRR00008
- (1438)CF21 Investment Adviser (22 Oct 2004 to 31 Jan 2006)
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Paul Robert Bird
IRN PRB01115
- (138)CF22 Investment Adviser (Trainee) (21 Dec 2004 to 1 Jun 2005)
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Paul Robert Cloet
IRN PRC00018
- (329)9A. Advising on P2P agreements
- (330)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (331)4. Giving personal recommendations on retail investment products which are not broker funds
- (333)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (332)CF30 Customer (since 19 Feb 2010)
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Paul Robert Jackson
IRN PRJ00011
- (12)CF21 Investment Adviser (21 Feb 2003 to 24 Sep 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Abacus Mortgage Services (no longer appointed)
FRN 217788 · Appointed 19 Aug 2002 · Until 14 Oct 2005
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Jacqui Cummins & Co IFA's (no longer appointed)
FRN 217695 · Appointed 15 Aug 2002 · Until 20 Nov 2002
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Insight Financial Advisers Ltd (no longer appointed)
FRN 214633 · Appointed 10 Jul 2002 · Until 9 Sep 2021
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Mercia Financial Management Ltd (no longer appointed)
FRN 214632 · Appointed 10 Jul 2002 · Until 15 Feb 2004
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