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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Robert George Stevenson MacKay
IRN RGM01116
- (590)CF1 Director (AR) (22 Oct 2007 to 21 Nov 2011)
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Robert Gourlay Black
IRN RGB01085
- (260)CF1 Director (AR) (25 Jul 2002 to 13 Sep 2005)
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Robert Gray Tait
IRN RGT00028
- (350)CF30 Customer (1 Nov 2007 to 30 Dec 2010)
- (352)CF21 Investment Adviser (25 Jul 2003 to 31 Oct 2007)
- (353)CF7 Sole Trader (AR) (7 Jun 2002 to 16 Jan 2004)
- (351)CF22 Investment Adviser (Trainee) (7 Jun 2002 to 25 Jul 2003)
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Robert Henderson
IRN RXH00112
- (6)CF4 Partner (AR) (1 Dec 2001 to 5 Nov 2002)
- (5)CF21 Investment Adviser (1 Dec 2001 to 5 Nov 2002)
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Robert Howard King
IRN RHK00006
- (396)4. Giving personal recommendations on retail investment products which are not broker funds
- (393)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (394)9A. Advising on P2P agreements
- (395)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (399)Director of firm who is not a certification employee or a SMF manager (since 9 Mar 2022)
- (398)Appointed representative dealing with clients for which they require qualification (since 9 Mar 2022)
- (397)CF30 Customer (since 4 Mar 2022)
- (400)CF1 Director (AR) (since 4 Mar 2022)
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Robert James Forsythe
IRN JXF00080
- (802)CF4 Partner (AR) (16 Apr 2014 to 4 Nov 2019)
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Robert James Freestone
IRN RJF00028
- (189)CF30 Customer (20 Jan 2010 to 27 Dec 2010)
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Robert James Lacey
IRN RJL01194
- (66)CF1 Director (AR) (14 Aug 2009 to 4 May 2012)
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Robert John Forbes
IRN RJF01126
- (1303)Director of firm who is not a certification employee or a SMF manager (3 Jul 2020 to 15 Jun 2023)
- (1302)Appointed representative dealing with clients for which they require qualification (3 Jul 2020 to 15 Jun 2023)
- (1304)CF1 Director (AR) (26 Jun 2020 to 15 Jun 2023)
- (1301)CF30 Customer (26 Jun 2020 to 15 Jun 2023)
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Robert John Whittle
IRN RJW00046
- (2475)CF30 Customer (1 Nov 2007 to 1 Jun 2009)
- (2476)CF21 Investment Adviser (8 May 2007 to 31 Oct 2007)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Independent Mortgage Advice Centre (no longer appointed)
FRN 463358 · Appointed 1 Feb 2007 · Until 18 Jul 2008
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Eden Financial Solutions (UK) Ltd (no longer appointed)
FRN 462721 · Appointed 18 Jan 2007 · Until 28 Jul 2008
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Tailored Home Services Ltd (no longer appointed)
FRN 459580 · Appointed 2 Nov 2006 · Until 1 Mar 2007
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Grosvenor Partners Wealth Management Limited (no longer appointed)
FRN 459170 · Appointed 26 Oct 2006 · Until 30 Jun 2013
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