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
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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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)
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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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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Peter Lavers
IRN PXL00100
- (1367)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Oct 2022)
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Peter McGillivray
IRN PXM01505
- (632)CF7 Sole Trader (AR) (31 Jan 2003 to 30 Dec 2006)
- (631)CF21 Investment Adviser (14 May 2002 to 30 Dec 2006)
- (633)CF4 Partner (AR) (14 May 2002 to 31 Jan 2003)
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Peter McKenna Welsh
IRN PXW00033
- (797)CF30 Customer (1 Nov 2007 to 23 Nov 2007)
- (798)CF22 Investment Adviser (Trainee) (29 Aug 2007 to 31 Oct 2007)
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Peter Melton
IRN PXM00216
- (1362)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Feb 2024)
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Peter Michael Bush
IRN PMB01132
- (889)CF1 Director (AR) (1 Sep 2003 to 26 Mar 2007)
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Peter Munro
IRN PRM00006
- (1067)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 8 Sep 2003)
- (1068)CF4 Partner (AR) (1 Dec 2001 to 8 Sep 2003)
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Peter Richard Godsell
IRN PRG00025
- (1555)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2025)
- (1556)Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 5 Mar 2025)
- (1557)CF1 Director (AR) (17 Dec 2015 to 5 Mar 2025)
- (1551)CF30 Customer (17 Apr 2013 to 5 Mar 2025)
- (1554)CF4 Partner (AR) (4 Jul 2006 to 30 Mar 2016)
- (1553)CF7 Sole Trader (AR) (21 Oct 2003 to 6 Jul 2006)
- (1552)CF21 Investment Adviser (1 Dec 2001 to 6 Jul 2006)
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Peter Richard Jones
IRN PRJ00024
- (1051)CF1 Director (AR) (1 Dec 2001 to 30 Nov 2008)
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Peter Robert John Thomas
IRN PRT00026
- (1093)CF30 Customer (1 Nov 2007 to 30 Dec 2007)
- (1095)CF21 Investment Adviser (5 Apr 2007 to 31 Oct 2007)
- (1094)CF22 Investment Adviser (Trainee) (23 Nov 2006 to 10 Apr 2007)
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Peter Robert Miller
IRN PRM01117
- (1821)4. Giving personal recommendations on retail investment products which are not broker funds
- (1817)21. Advising or arranging (bringing about) equity release transactions
- (1818)11. Pension transfer specialist
- (1819)9A. Advising on P2P agreements
- (1820)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (1823)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1822)CF30 Customer (since 12 Jul 2013)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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The Step Financial Solutions Ltd (no longer appointed)
FRN 408106 · Appointed 28 Sep 2004 · Until 16 Nov 2007
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The Finance Works (UK) Ltd (no longer appointed)
FRN 408067 · Appointed 27 Sep 2004 · Until 3 Jan 2007
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Xact Finance (UK) Limited (no longer appointed)
FRN 402296 · Appointed 20 Jul 2004 · Until 30 Nov 2008
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Hendry Financial Services (no longer appointed)
FRN 401762 · Appointed 2 Jul 2004 · Until 18 Aug 2006
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Phoenix Partnership (Wales) Ltd (no longer appointed)
FRN 401671 · Appointed 29 Jun 2004 · Until 30 Dec 2006
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Jasmine Independent Financial Services Ltd (no longer appointed)
FRN 401325 · Appointed 9 Jun 2004 · Until 8 Apr 2005
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Globe Financial Planning (no longer appointed)
FRN 401108 · Appointed 27 May 2004 · Until 30 Dec 2006
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Dulwich Financial Management Ltd (no longer appointed)
FRN 400906 · Appointed 14 May 2004 · Until 1 Dec 2020
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