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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Roger Llewellyn Rees
IRN RLR00002
- (392)CF7 Sole Trader (AR) (9 Feb 2005 to 14 Mar 2006)
- (393)CF1 Director (AR) (1 Jul 2002 to 13 Sep 2005)
- (391)CF21 Investment Adviser (1 Dec 2001 to 14 Mar 2006)
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Roger Malcolm Walker
IRN RMW00011
- (273)CF30 Customer (1 Nov 2007 to 9 Aug 2018)
- (275)CF7 Sole Trader (AR) (22 Dec 2003 to 31 Jan 2007)
- (274)CF21 Investment Adviser (22 Dec 2003 to 31 Oct 2007)
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Roger Smalley
IRN RXS00055
- (760)CF21 Investment Adviser (13 May 2004 to 28 Sep 2004)
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Roger William Healiss
IRN RXH00536
- (1293)Appointed representative dealing with clients for which they require qualification (2 Feb 2023 to 9 Jan 2024)
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Rohan Callistus Moonesinghe
IRN RCM00006
- (445)CF30 Customer (1 Nov 2007 to 24 Dec 2007)
- (447)CF1 Director (AR) (16 Jun 2005 to 24 Dec 2007)
- (446)CF21 Investment Adviser (16 Jun 2005 to 31 Oct 2007)
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Rohan Teague
IRN RXT00246
- (73)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (74)Appointed representative dealing with clients for which they require qualification (since 1 Feb 2022)
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Ronald Cassidy
IRN RXC00118
- (794)CF30 Customer (1 Nov 2007 to 30 Sep 2011)
- (795)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
- (796)CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
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Ronald James McDowall
IRN RJM00077
- (833)CF21 Investment Adviser (22 May 2002 to 16 Dec 2003)
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Rosalind Mary Thomas
IRN RMT01055
- (594)CF21 Investment Adviser (1 Dec 2001 to 11 Jul 2003)
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Ross Andrew Osborne
IRN RAO01052
- (249)CF1 Director (AR) (5 Jan 2009 to 23 Dec 2014)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Edwards Financial Solutions Ltd (no longer appointed)
FRN 482299 · Appointed 22 Apr 2008 · Until 26 Aug 2009
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Carlton Financial Solutions Limited (no longer appointed)
FRN 481308 · Appointed 7 Apr 2008 · Until 6 Nov 2009
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Impartial Investments Limited (no longer appointed)
FRN 479306 · Appointed 20 Feb 2008 · Until 30 Apr 2010
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