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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William Alistair Yates
IRN WAY00002
- (710)CF21 Investment Adviser (28 Jan 2002 to 4 Jun 2007)
- (711)CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
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William Brian Allen Grier
IRN WBG01010
- (1677)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2023)
- (1676)CF30 Customer (7 Dec 2016 to 8 Aug 2017)
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William Collins
IRN BXC00048
- (164)CF7 Sole Trader (AR) (8 Dec 2003 to 10 Dec 2004)
- (163)CF21 Investment Adviser (21 Oct 2002 to 10 Apr 2003)
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William David Watson
IRN WDW00005
- (178)CF30 Customer (1 Nov 2007 to 23 Dec 2007)
- (180)CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
- (179)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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William Guy Power
IRN WGP00005
- (1127)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Nov 2025)
- (1126)CF4 Partner (AR) (9 Mar 2011 to 17 Apr 2019)
- (1125)CF30 Customer (9 Mar 2011 to 4 Nov 2025)
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William Hulbert Grove
IRN WHG01009
- (2030)Responsibility for MCD Intermediation (since 18 Mar 2026)
- (2031)Responsible for Insurance Distribution (since 18 Mar 2026)
- (2032)SMF1 Chief Executive (since 10 Sep 2024)
- (2033)CF1 Director (AR) (since 18 Jun 2021)
- (2635)SMF3 Executive Director (11 Mar 2021 to 10 Sep 2024)
- (2636)SMF2 Chief Finance (28 Jun 2020 to 10 Sep 2024)
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William James Campbell Greer
IRN WJG00013
- (1973)CF30 Customer (8 Apr 2009 to 30 Sep 2009)
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William James Holt
IRN WJH01039
- (853)CF30 Customer (21 Jul 2009 to 30 Nov 2010)
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William James McGrory
IRN WJM01097
- (2054)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Sep 2022)
- (2053)CF30 Customer (9 Sep 2014 to 13 Sep 2022)
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William James Swaffield
IRN WJS00020
- (525)CF30 Customer (1 Nov 2007 to 16 Jan 2014)
- (526)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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: (2009)4. Giving personal recommendations on retail investment products which are not broker funds
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controlled function added: (2008)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
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controlled function added: (2007)9A. Advising on P2P agreements
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controlled function added: (2006)11. Pension transfer specialist
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controlled function added: (2005)Appointed representative dealing with clients for which they require qualification
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controlled function added: (2004)CF30 Customer
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controlled function added: (2003)4. Giving personal recommendations on retail investment products which are not broker funds
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controlled function added: (2002)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
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controlled function added: (2001)9A. Advising on P2P agreements
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controlled function added: (2000)Appointed representative dealing with clients for which they require qualification