Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
On-Line House50-56 North StreetHorshamWest SussexRH12 1RDUNITED KINGDOM- Phone
- +4401403214200
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
P2P Lending Advice
For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)
-
Pension Transfer Advice
For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit
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.
-
Islamic Mortgage Advice
For Customer, Home purchase plans
-
Equity Release Advice
For Customer, Home reversion plans
-
Investment Advice (no pensions)
For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant
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.
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
-
Islamic Mortgage Arranging
For Customer, Home purchase plans
-
Equity Release Arranging
For Customer, Home reversion plans
-
Arranges Investments
For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant
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.
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Arranges Asset Safekeeping
For Professional, Retail (Investment), Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant
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.
-
Buy-to-Let Start Date
-
Buy-to-Let Status
-
Credit Brokering
-
Stockbroking
For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant
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.
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
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.
-
Loan Servicing
-
Islamic Mortgage Setup
For Customer, Home purchase plans
-
Equity Release Setup
For Customer, Home reversion plans
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
Investment Setup
For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant
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.
-
Manages Your Portfolio
For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant
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.
-
William Sinclair
IRN BXS00061
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF4 Partner (AR) (since 10 Jan 2002)
- CF30 Customer (1 Nov 2007 to 31 Dec 2012)
- CF21 Investment Adviser (10 Jan 2002 to 31 Oct 2007)
-
William Sproule
IRN WXS00105
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 5 Jan 2022)
-
William Stanley Lovell
IRN WSL00001
- CF14 Risk Assessment (20 Feb 2003 to 21 Jul 2005)
- CF13 Finance (20 Feb 2003 to 21 Jul 2005)
- CF1 Director (1 Dec 2001 to 29 Nov 2013)
- CF8 Apportionment and Oversight (1 Dec 2001 to 21 Jul 2005)
-
Xuan Qu
IRN XXQ34591
- 9A. Advising on P2P agreements
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- Appointed representative dealing with clients for which they require qualification (since 25 Nov 2021)
- Director of firm who is not a certification employee or a SMF manager (since 25 Nov 2021)
- CF30 Customer (since 18 Nov 2021)
- CF1 Director (AR) (since 18 Nov 2021)
-
Yangxi Dong
IRN YXD01070
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 25 Nov 2021)
- Director of firm who is not a certification employee or a SMF manager (since 25 Nov 2021)
- CF1 Director (AR) (since 18 Nov 2021)
- [FCA CF] Functions requiring qualifications (27 Apr 2022 to 1 Sep 2022)
- CF30 Customer (25 Apr 2022 to 7 Jan 2025)
-
Yiannis Papadopoulos
IRN YXP07680
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 26 Oct 2018)
-
Yogesh Dubey
IRN YXD00013
- Appointed representative dealing with clients for which they require qualification (10 May 2021 to 18 Nov 2022)
-
Yvette Julia Ratchford
IRN YJR01001
- Director of firm who is not a certification employee or a SMF manager (27 Aug 2021 to 3 Mar 2022)
- CF1 Director (AR) (22 Aug 2021 to 3 Mar 2022)
-
Yvonne Estelle Williams
IRN YEW01000
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Apr 2021)
- CF30 Customer (29 May 2018 to 8 Apr 2021)
-
Zara Marion Davis
IRN ZMM01005
- CF30 Customer (16 Feb 2012 to 24 Oct 2012)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Beeswax Wealth Management Limited
FRN 970729 · Appointed 25 Feb 2022
-
Murray West Associates Limited
FRN 410451 · Appointed 8 Feb 2022
-
Christopher Epps and Geraldine Jordan
FRN 968777 · Appointed 27 Jan 2022
-
Glade Independent Financial Services Limited
FRN 968030 · Appointed 19 Jan 2022
-
Sound Financial Solutions Ltd
FRN 231030 · Appointed 19 Jan 2022
-
Neil Powney
FRN 967221 · Appointed 11 Jan 2022
-
SS Financial Consultancy Limited
FRN 966950 · Appointed 6 Jan 2022
-
McLeod Ross Financial Planning LLP
FRN 958834 · Appointed 22 Sep 2021
-
Matheson Charles Limited
FRN 954458 · Appointed 9 Jul 2021
-
Triple A Advice Ltd
FRN 709929 · Appointed 7 Jul 2021
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.