Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
On-Line House50-56 North StreetHorshamWest SussexRH12 1RDUNITED KINGDOM- Phone
- +4401403214200
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
P2P Lending Advice
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional
-
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
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.
-
Islamic Mortgage Advice
For Customer, Home purchase plans
-
Equity Release Advice
For Customer, Home reversion plans
-
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.
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
-
Islamic Mortgage Arranging
For Customer, Home purchase plans
-
Equity Release Arranging
For Customer, Home reversion plans
-
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.
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
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.
-
Credit Brokering
-
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.
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
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.
-
Loan Servicing
-
Islamic Mortgage Setup
For Customer, Home purchase plans
-
Equity Release Setup
For Customer, Home reversion plans
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
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.
-
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.
-
Stephen Nicholas Baldry
IRN SNB01027
- (2023)CF1 Director (AR) (since 21 Jun 2021)
- (2022)SMF3 Executive Director (since 9 Dec 2019)
- (2639)CF29 Significant management (16 Dec 2013 to 25 Jan 2017)
- (2640)CF1 Director (7 Feb 2005 to 29 Nov 2013)
-
Stephen Parsons
IRN SXP00084
- (1109)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Oct 2021)
- (1110)Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 21 Oct 2021)
- (1111)CF1 Director (AR) (16 May 2013 to 21 Oct 2021)
-
Stephen Paul Eames
IRN SPE00008
- (835)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (834)21. Advising or arranging (bringing about) equity release transactions
- (838)4. Giving personal recommendations on retail investment products which are not broker funds
- (837)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (836)9A. Advising on P2P agreements
- (840)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (839)CF30 Customer (since 1 Nov 2007)
- (2496)CF4 Partner (AR) (23 Sep 2003 to 7 Jun 2024)
- (2494)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
- (2495)CF7 Sole Trader (AR) (1 Dec 2001 to 23 Sep 2003)
-
Stephen Paul Olejnik
IRN SPO00010
- (674)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (676)Director of firm who is not a certification employee or a SMF manager (since 31 Mar 2021)
- (675)Appointed representative dealing with clients for which they require qualification (since 31 Mar 2021)
- (677)CF1 Director (AR) (since 17 Mar 2021)
-
Stephen Pepper
IRN SXP01936
- (1382)4. Giving personal recommendations on retail investment products which are not broker funds
- (1380)9A. Advising on P2P agreements
- (1381)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (1379)11. Pension transfer specialist
- (1384)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1385)Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
- (1386)CF1 Director (AR) (since 18 Mar 2013)
- (1383)CF30 Customer (since 22 Aug 2012)
-
Stephen Prole
IRN SXP00234
- (1354)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2023)
-
Stephen Raymond Hawley
IRN SRH01119
- (693)CF1 Director (AR) (11 Apr 2005 to 30 Jun 2006)
-
Stephen Reed-Forrester
IRN SXR00070
- (7)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 Mar 2003)
-
Stephen Richard Cole
IRN SRC00032
- (1993)CF30 Customer (26 Apr 2013 to 3 Jun 2014)
-
Stephen Robert Mace
IRN SXM00116
- (149)CF7 Sole Trader (AR) (2 Jan 2003 to 24 Feb 2005)
- (148)CF21 Investment Adviser (27 May 2002 to 6 Dec 2002)
- (147)CF22 Investment Adviser (Trainee) (23 May 2002 to 27 May 2002)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Robert Cook Financial Services Ltd (no longer appointed)
FRN 813006 · Appointed 4 Jul 2018 · Until 1 Dec 2020
-
AETC Associates (2017) Ltd (no longer appointed)
FRN 802913 · Appointed 27 Feb 2018 · Until 7 Jul 2022
-
Rivendell Financial Solutions Ltd (no longer appointed)
FRN 793646 · Appointed 8 Nov 2017 · Until 9 May 2020
-
Channel Wharf Wealth Management Limited (no longer appointed)
FRN 792709 · Appointed 30 Oct 2017 · Until 23 Jan 2020
-
Flintham Mackenzie Financial Services Ltd (no longer appointed)
FRN 784083 · Appointed 12 Jul 2017 · Until 13 Oct 2017
-
D&G Financial Planning Ltd (no longer appointed)
FRN 780761 · Appointed 5 Jun 2017 · Until 28 Jan 2025
Recent activity
Updates to this firm's record on the FCA register.
-
trading name added: Reeves Financial
-
trading name added: IN Partnership - Scotland
-
trading name added: IN Partnership
-
trading name added: Great Oak Financial Services
-
trading name added: Foundation Financial Services
-
trading name added: Classic Mortgages (Lancashire)
-
trading name added: AP Financial Planning Services
-
trading name added: Woodhatch Financial
-
trading name added: Town and County Partnership
-
trading name added: Town & Country Partnership