Date authorised
1 April 2013
Companies House
03926063
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    On-Line House
    50-56 North Street
    Horsham
    West Sussex
    RH12 1RD
    UNITED KINGDOM
    Phone
    +4401403214200
  • Complaints Contact

    On-Line House
    50-56 North Street
    Horsham
    West Sussex
    RH12 1RD
    UNITED 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · This permission is limited to debt counselling with no debt management activity
  • Consumer Loans

    Show 1 limitation
    • · 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
    • · 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
    • · 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.

  • Alison Theresa Jackson

    IRN ATJ01019

    • Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
    • CF1 Director (AR) (since 28 Dec 2006)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jan 2023)
  • Alison Veronica Radford

    IRN AVR00002

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 9A. Advising on P2P agreements
    • 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 16 Jul 2024)
    • CF30 Customer (since 30 Jun 2024)
    • CF30 Customer (1 Nov 2007 to 6 Jun 2008)
    • CF21 Investment Adviser (11 Mar 2004 to 31 Oct 2007)
  • Alison Winters

    IRN AXW00232

    • [FCA CF] Significant management (9 Dec 2019 to 31 Oct 2024)
  • Alistair Charles Tripp

    IRN ACT00016

    • CF1 Director (AR) (1 Dec 2001 to 5 Dec 2009)
  • Alistair Kevin Peel

    IRN AKP01013

    • CF1 Director (AR) (since 7 Apr 2016)
  • Alistair Ross

    IRN AXR01843

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Aug 2023)
    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 18 Aug 2023)
    • CF1 Director (AR) (17 Jun 2019 to 18 Aug 2023)
    • CF30 Customer (17 Jun 2019 to 18 Aug 2023)
  • Allan David Martin

    IRN ADM00027

    • CF21 Investment Adviser (1 Dec 2001 to 14 Dec 2004)
  • Allan James Bell

    IRN AJB00095

    • CF22 Investment Adviser (Trainee) (28 Mar 2003 to 3 Feb 2004)
  • Allan McArthur Glen

    IRN AXG00056

    • CF21 Investment Adviser (30 Apr 2002 to 21 Jan 2003)
  • Allan Peter Newman

    IRN APN00012

    • CF30 Customer (1 Nov 2007 to 28 Feb 2011)
    • CF21 Investment Adviser (27 Dec 2002 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (27 Dec 2002 to 31 Jan 2007)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.