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 Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional
-
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.
-
Islamic Mortgage Advice
For Customer, Home purchase plans
-
Equity Release Advice
For Customer, Home reversion plans
-
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.
-
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 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.
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
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.
-
Credit Brokering
-
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.
-
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 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.
-
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.
-
Paul Adrian Bowen
IRN PAB01255
- (191)CF30 Customer (1 Nov 2007 to 15 Aug 2014)
- (193)CF21 Investment Adviser (21 Dec 2004 to 31 Oct 2007)
- (192)CF24 Pension Transfer Specialist (21 Dec 2004 to 31 Oct 2007)
-
Paul Aleric Satterly
IRN PAS00072
- (920)CF22 Investment Adviser (Trainee) (28 Jan 2002 to 30 Oct 2002)
-
Paul Andrew Cryan
IRN PAC00005
- (1808)CF30 Customer (15 May 2018 to 2 Sep 2019)
-
Paul Anthony Burns
IRN PAB01267
- (245)11. Pension transfer specialist
- (244)21. Advising or arranging (bringing about) equity release transactions
- (249)4. Giving personal recommendations on retail investment products which are not broker funds
- (248)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (247)7. Giving personal recommendations on long-term care insurance contracts
- (246)9A. Advising on P2P agreements
- (251)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (250)CF30 Customer (since 4 Dec 2014)
- (2211)CF1 Director (AR) (4 Dec 2014 to 10 Jun 2020)
-
Paul Anthony King
IRN PXK00435
- (961)9A. Advising on P2P agreements
- (962)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- (963)4. Giving personal recommendations on retail investment products which are not broker funds
- (965)Appointed representative dealing with clients for which they require qualification (since 7 Aug 2025)
- (964)CF30 Customer (since 5 Jul 2025)
-
Paul Anthony Leach
IRN PAL00005
- (1482)CF21 Investment Adviser (3 Jun 2004 to 17 Apr 2006)
-
Paul Anthony Morahan
IRN PAM00058
- (991)CF22 Investment Adviser (Trainee) (23 Aug 2004 to 12 Nov 2004)
-
Paul Anthony Simmonds
IRN PAS01155
- (2419)CF30 Customer (23 Feb 2010 to 1 Nov 2011)
-
Paul Arthur Beverly Walls
IRN PAW00020
- (297)CF21 Investment Adviser (16 Jul 2002 to 20 Dec 2006)
- (298)CF1 Director (AR) (16 Jul 2002 to 1 Aug 2004)
-
Paul Arthur Dolloway
IRN PAD00031
- (344)CF21 Investment Adviser (1 Dec 2001 to 14 May 2002)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Oakfield Financial Management (no longer appointed)
FRN 222145 · Appointed 20 Jan 2003 · Until 30 Nov 2004
-
Burgess Financial Services (no longer appointed)
FRN 222146 · Appointed 20 Jan 2003 · Until 20 Jan 2003
-
Parkers Financial Limited (no longer appointed)
FRN 222144 · Appointed 20 Jan 2003 · Until 2 Jan 2014
-
Premier Financial Advice (no longer appointed)
FRN 221754 · Appointed 7 Jan 2003 · Until 24 Dec 2008
-
Montgomery Christie Associates (no longer appointed)
FRN 221533 · Appointed 20 Dec 2002 · Until 15 May 2004
-
Keith Ashton Financial Services (no longer appointed)
FRN 221470 · Appointed 19 Dec 2002 · Until 16 Mar 2004
Recent activity
Updates to this firm's record on the FCA register.
-
trading name added: Reeves Financial
-
trading name added: IN Partnership - Scotland
-
trading name added: IN Partnership
-
trading name added: Great Oak Financial Services
-
trading name added: Foundation Financial Services
-
trading name added: Classic Mortgages (Lancashire)
-
trading name added: AP Financial Planning Services
-
trading name added: Woodhatch Financial
-
trading name added: Town and County Partnership
-
trading name added: Town & Country Partnership