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)
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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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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William John Innes
IRN WJI00005
- (843)CF4 Partner (AR) (17 Sep 2010 to 8 Aug 2018)
- (842)CF22 Investment Adviser (Trainee) (10 Oct 2003 to 20 Dec 2005)
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William John Ward
IRN WJW00010
- (1632)CF30 Customer (1 Nov 2007 to 19 May 2009)
- (1633)CF21 Investment Adviser (18 Mar 2003 to 31 Oct 2007)
- (1634)CF4 Partner (AR) (18 Mar 2003 to 19 May 2009)
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William Lang Faulds
IRN WLF00002
- (146)CF21 Investment Adviser (8 Dec 2003 to 8 Dec 2005)
- (145)CF22 Investment Adviser (Trainee) (21 Jan 2003 to 8 Dec 2003)
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William Liam Carey
IRN WLC01014
- (1644)CF30 Customer (3 Aug 2009 to 3 Dec 2010)
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William Mairs
IRN WXM00056
- (156)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (155)21. Advising or arranging (bringing about) equity release transactions
- (157)Appointed representative dealing with clients for which they require qualification (since 14 Sep 2020)
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William Morris Evans
IRN BXE00009
- (986)CF4 Partner (AR) (14 Jul 2003 to 30 Jun 2004)
- (985)CF21 Investment Adviser (29 Jul 2002 to 20 Jun 2003)
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William Patrick Barr
IRN WXB00051
- (2272)CF30 Customer (30 Apr 2012 to 20 Sep 2019)
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William Robert Green
IRN WRG00003
- (934)CF1 Director (AR) (3 Feb 2009 to 31 Mar 2015)
- (931)CF30 Customer (1 Nov 2007 to 28 Dec 2007)
- (933)CF21 Investment Adviser (21 Nov 2002 to 31 Oct 2007)
- (932)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 21 Nov 2002)
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William Robert Stevenson
IRN WRS00005
- (2162)CF30 Customer (1 Nov 2007 to 30 Dec 2011)
- (2163)CF24 Pension Transfer Specialist (5 May 2004 to 31 Oct 2007)
- (2164)CF21 Investment Adviser (5 May 2004 to 31 Oct 2007)
- (2165)CF1 Director (AR) (11 Mar 2004 to 30 Dec 2011)
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William Samuel Andrew Glover
IRN WSG00005
- (2264)CF30 Customer (15 Feb 2011 to 30 Sep 2012)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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JW Financial Services Ltd
FRN 1014496 · Appointed 4 Jul 2024
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SC Financial Planning Ltd
FRN 1016383 · Appointed 30 Jun 2024
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Longwood Financial Planning Limited
FRN 736323 · Appointed 28 May 2024
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Shaw-Smyth Mortgages Limited
FRN 1012764 · Appointed 22 May 2024
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Westpark Mortgages Limited
FRN 1011057 · Appointed 25 Apr 2024
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Adrian Cochrane Partnership LLP
FRN 914483 · Appointed 27 Mar 2024
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Worthington Financial Planning Limited
FRN 1007010 · Appointed 6 Jan 2024
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Jigsaw Wealth Management Ltd
FRN 931055 · Appointed 27 Nov 2023
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Monforte Wealth Limited
FRN 1001855 · Appointed 28 Sep 2023
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Boxerfs Ltd
FRN 1001884 · Appointed 27 Sep 2023
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (2019)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2018)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2017)CF1 Director (AR)
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controlled function added: (2016)Director of firm who is not a certification employee or a SMF manager
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controlled function added: (2015)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2014)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (2013)CF1 Director (AR)
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controlled function added: (2012)Director of firm who is not a certification employee or a SMF manager
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controlled function added: (2011)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2010)CF30 Customer