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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Sally Jean Mercier
IRN SJM01438
- (1156)Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 10 Mar 2023)
- (1157)CF1 Director (AR) (7 Aug 2006 to 10 Mar 2023)
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Sam Keena
IRN SXK00179
- (164)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (165)Appointed representative dealing with clients for which they require qualification (since 24 Feb 2020)
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Samuel Alexander Murphy
IRN SAM01262
- (1501)4. Giving personal recommendations on retail investment products which are not broker funds
- (1500)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (1499)9A. Advising on P2P agreements
- (1498)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1497)21. Advising or arranging (bringing about) equity release transactions
- (1502)CF30 Customer (since 28 Apr 2025)
- (1504)Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
- (1503)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1505)CF1 Director (AR) (since 30 Nov 2007)
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Samuel Bowyer
IRN SXB01192
- (40)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (39)21. Advising or arranging (bringing about) equity release transactions
- (41)Appointed representative dealing with clients for which they require qualification (since 26 Apr 2023)
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Samuel Edward Peter Worthington
IRN SEW01059
- (378)4. Giving personal recommendations on retail investment products which are not broker funds
- (377)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (376)9A. Advising on P2P agreements
- (381)Director of firm who is not a certification employee or a SMF manager (since 1 Feb 2024)
- (382)CF1 Director (AR) (since 6 Jan 2024)
- (380)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (379)CF30 Customer (since 11 Oct 2010)
- (2302)CF1 Director (AR) (18 Jun 2013 to 1 May 2018)
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Samuel Jack Mason
IRN SXM00081
- (2585)Appointed representative dealing with clients for which they require qualification (16 Apr 2021 to 17 May 2023)
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Samuel Wilson Weir
IRN SWW00005
- (2692)CF21 Investment Adviser (18 Oct 2002 to 22 Feb 2004)
- (2693)CF7 Sole Trader (AR) (18 Oct 2002 to 22 Feb 2004)
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Sandra Gibbons
IRN SXG01679
- (190)CF4 Partner (AR) (19 Oct 2009 to 20 Aug 2012)
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Sandra Jill Elizabeth Longley
IRN SJL01189
- (1007)CF1 Director (AR) (3 Mar 2003 to 3 Apr 2003)
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Sandra Klara Corkhill
IRN SKP00001
- (1612)4. Giving personal recommendations on retail investment products which are not broker funds
- (1611)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (1610)9A. Advising on P2P agreements
- (1609)21. Advising or arranging (bringing about) equity release transactions
- (1615)Director of firm who is not a certification employee or a SMF manager (since 2 Sep 2024)
- (1614)Appointed representative dealing with clients for which they require qualification (since 2 Sep 2024)
- (1616)CF1 Director (AR) (since 30 Jun 2024)
- (1613)CF30 Customer (since 30 Jun 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Marks Wealth Management Limited (no longer appointed)
FRN 495909 · Appointed 3 Feb 2009 · Until 2 Jan 2014
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SJS Financial Planning Limited (no longer appointed)
FRN 495906 · Appointed 3 Feb 2009 · Until 2 Oct 2010
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Smith Osborne Associates Ltd (no longer appointed)
FRN 493710 · Appointed 29 Dec 2008 · Until 23 Dec 2014
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