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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Suraj Kumar Dhunna
IRN SKD01027
- (2059)CF30 Customer (7 Apr 2010 to 8 Jun 2010)
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Susan Anne Gearing
IRN SAG01096
- (137)CF2 Non Executive Director (21 Jun 2006 to 31 Aug 2009)
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Susan Lewis
IRN SXL00089
- (53)CF21 Investment Adviser (10 Aug 2004 to 2 Mar 2006)
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Susan Margaret Tebbs
IRN SMT01073
- (2618)CF4 Partner (AR) (17 Feb 2004 to 13 Sep 2005)
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Suzanne Morrison
IRN SXM01177
- (1006)4. Giving personal recommendations on retail investment products which are not broker funds
- (1005)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (1004)9A. Advising on P2P agreements
- (1009)Director of firm who is not a certification employee or a SMF manager (since 20 Apr 2023)
- (1010)CF1 Director (AR) (since 17 Apr 2023)
- (1008)Appointed representative dealing with clients for which they require qualification (since 17 Nov 2022)
- (1007)CF30 Customer (since 18 Oct 2022)
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Svitlana Solomka
IRN SXS13513
- (1071)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Oct 2020)
- (1072)Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 30 Oct 2020)
- (1073)CF1 Director (AR) (5 Apr 2019 to 30 Oct 2020)
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Tanis Carol Harrington
IRN TCH01048
- (215)CF30 Customer (20 Apr 2009 to 5 Mar 2010)
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Tanya Marie Downham
IRN TMD01057
- (2027)CF30 Customer (13 Nov 2013 to 26 Sep 2014)
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Tanya Mary Gander
IRN TMG01028
- (212)CF22 Investment Adviser (Trainee) (20 Apr 2005 to 12 Apr 2006)
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Tatiana Dring
IRN TXD00273
- (29)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (30)Appointed representative dealing with clients for which they require qualification (since 29 Feb 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Cornerstone Wealth Limited (no longer appointed)
FRN 729262 · Appointed 17 Dec 2015 · Until 1 Nov 2017
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InterCo IFA Services Ltd (no longer appointed)
FRN 718691 · Appointed 29 Sep 2015 · Until 10 Mar 2021
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Crystal Wealth Management Ltd (no longer appointed)
FRN 717673 · Appointed 21 Sep 2015 · Until 5 Mar 2025
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FTA Wealth Management Ltd (no longer appointed)
FRN 717315 · Appointed 18 Sep 2015 · Until 18 Aug 2017
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Executive Financial Advice Ltd (no longer appointed)
FRN 702737 · Appointed 28 May 2015 · Until 4 Jun 2024
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Reeves Financial
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trading name added: IN Partnership - Scotland
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trading name added: IN Partnership
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trading name added: Great Oak Financial Services
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trading name added: Foundation Financial Services
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trading name added: Classic Mortgages (Lancashire)
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trading name added: AP Financial Planning Services
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trading name added: Woodhatch Financial
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trading name added: Town and County Partnership
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trading name added: Town & Country Partnership