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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Sandra Lorraine Coldbreath
IRN SLC00012
- (747)CF21 Investment Adviser (28 Jan 2002 to 23 Aug 2002)
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Sandra Theresa Fernandeze-Pink
IRN STF00001
- (2)CF30 Customer (1 Nov 2007 to 20 May 2011)
- (4)CF7 Sole Trader (AR) (8 Apr 2003 to 31 Jan 2007)
- (3)CF21 Investment Adviser (8 Apr 2003 to 31 Oct 2007)
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Sara Alison Rait
IRN SAK00001
- (1605)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1604)21. Advising or arranging (bringing about) equity release transactions
- (1606)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1607)Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
- (1608)CF1 Director (AR) (since 19 Apr 2013)
- (2107)Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 8 Dec 2020)
- (2106)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Dec 2020)
- (2104)CF7 Sole Trader (AR) (25 Feb 2003 to 29 Feb 2004)
- (2103)CF21 Investment Adviser (21 Oct 2002 to 29 Feb 2004)
- (2102)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 21 Oct 2002)
- (2105)CF4 Partner (AR) (1 Dec 2001 to 25 Feb 2003)
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Sara Findlay
IRN SJF01254
- (1258)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1260)Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
- (1259)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1261)CF1 Director (AR) (since 12 Jul 2016)
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Sarah Campbell
IRN SXC82359
- (1397)Appointed representative dealing with clients for which they require qualification (8 Jun 2022 to 14 Mar 2025)
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Sarah Harrup
IRN SXH82377
- (189)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (190)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2020)
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Sarah Louise Marshall
IRN SLM01122
- (1410)Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
- (1411)CF1 Director (AR) (since 20 Dec 2012)
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Sarah Slater
IRN SXS00347
- (1351)Appointed representative dealing with clients for which they require qualification (15 Jan 2020 to 22 Nov 2021)
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Sarah Ward
IRN SXW00232
- (128)21. Advising or arranging (bringing about) equity release transactions
- (129)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (130)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Scott Alexander Helm
IRN SXH00187
- (809)CF21 Investment Adviser (1 Dec 2001 to 21 Jun 2002)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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TSN Financial Planning Ltd (no longer appointed)
FRN 586448 · Appointed 10 Mar 2015 · Until 6 Oct 2017
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The Royall Wealth Partnership Limited (no longer appointed)
FRN 667732 · Appointed 22 Jan 2015 · Until 2 Jul 2018
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Financial Life Planning Limited (no longer appointed)
FRN 667720 · Appointed 22 Jan 2015 · Until 8 Dec 2020
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Money Matters (South East) Limited (no longer appointed)
FRN 400129 · Appointed 20 Jan 2015 · Until 27 Jan 2024
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Asset Wise Investment Limited (no longer appointed)
FRN 658125 · Appointed 5 Dec 2014 · Until 29 Jul 2016
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Evergreen Wealth Management Limited (no longer appointed)
FRN 646631 · Appointed 15 Sep 2014 · Until 20 Mar 2015
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