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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Philip Richard Mead
IRN PRM00023
- (498)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (497)7. Giving personal recommendations on long-term care insurance contracts
- (496)9A. Advising on P2P agreements
- (495)11. Pension transfer specialist
- (494)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (493)21. Advising or arranging (bringing about) equity release transactions
- (499)4. Giving personal recommendations on retail investment products which are not broker funds
- (501)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (502)Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
- (500)CF30 Customer (since 1 Nov 2007)
- (503)CF1 Director (AR) (since 22 May 2002)
- (2351)CF24 Pension Transfer Specialist (12 Mar 2007 to 31 Oct 2007)
- (2352)CF21 Investment Adviser (22 May 2002 to 31 Oct 2007)
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Philip Samuel McConnell
IRN PSM00026
- (1477)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Feb 2023)
- (1476)CF4 Partner (AR) (27 Aug 2013 to 8 Feb 2023)
- (1475)CF30 Customer (9 Mar 2012 to 8 Feb 2023)
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Philip Smith
IRN PXS00089
- (999)CF30 Customer (1 Nov 2007 to 24 Dec 2009)
- (1001)CF21 Investment Adviser (2 Feb 2007 to 31 Oct 2007)
- (1000)CF22 Investment Adviser (Trainee) (25 Sep 2006 to 2 Feb 2007)
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Philip Stuart Potter
IRN PXP00061
- (545)CF21 Investment Adviser (24 Oct 2002 to 5 Sep 2004)
- (544)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 24 Oct 2002)
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Philip Wallace Hunter
IRN PWH00001
- (364)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (365)4. Giving personal recommendations on retail investment products which are not broker funds
- (362)11. Pension transfer specialist
- (363)9A. Advising on P2P agreements
- (367)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (368)Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
- (369)CF1 Director (AR) (since 22 Jul 2011)
- (366)CF30 Customer (since 16 Oct 2009)
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Philip Younge
IRN PXY00013
- (120)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (121)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Phillip Clifford Stanley Goddard
IRN PCG01051
- (1730)Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
- (1731)CF1 Director (AR) (since 24 Sep 2004)
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Phillip Francis Oxenham
IRN PFO01008
- (98)CF21 Investment Adviser (3 Oct 2003 to 30 Aug 2004)
- (97)CF22 Investment Adviser (Trainee) (18 Dec 2002 to 3 Oct 2003)
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Phillip Frederick Allen Taylor
IRN PFT00007
- (771)CF1 Director (AR) (1 Dec 2001 to 7 May 2005)
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Phillip Michael Whittaker
IRN PMW00013
- (74)CF21 Investment Adviser (1 Dec 2001 to 4 Aug 2005)
- (75)CF7 Sole Trader (AR) (1 Dec 2001 to 4 Aug 2005)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Anne Grant Insurance Services (no longer appointed)
FRN 424899 · Appointed 27 Jan 2005 · Until 17 Mar 2006
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Active Finance Works Ltd (no longer appointed)
FRN 419789 · Appointed 6 Jan 2005 · Until 15 Jul 2024
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Bright Financial Solutions Ltd (no longer appointed)
FRN 418798 · Appointed 23 Dec 2004 · Until 30 Apr 2006
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Intro-Link Mills Young Ltd (no longer appointed)
FRN 416031 · Appointed 29 Nov 2004 · Until 28 Feb 2009
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HAC Mortgages and Loans (no longer appointed)
FRN 415460 · Appointed 23 Nov 2004 · Until 25 Aug 2005
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