Date authorised
2 April 2024
Companies House
13829132
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Flat 22
    The Courtyard
    Montpellier Street
    Cheltenham
    Gloucestershire
    GL50 1SR
    UNITED KINGDOM
    Phone
    +447476418037
  • Complaints Contact

    Flat 22
    The Courtyard
    Montpellier Street
    Cheltenham
    Gloucestershire
    GL50 1SR
    UNITED KINGDOM
    Phone
    +441242235882

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

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

    Show 2 limitations
    • · Firm is permitted to carry on this activity in relation to first charge mortgages only
    • · Firm is not permitted to carry on this activity in relation to lifetime mortgages
  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

    Show 2 limitations
    • · Firm is permitted to carry on this activity in relation to first charge mortgages only
    • · Firm is not permitted to carry on this activity in relation to lifetime mortgages
  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Daniel Eagan

    IRN DXE01176

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Responsibility for MCD Intermediation (since 2 Apr 2024)
    • Responsible for Insurance Distribution (since 2 Apr 2024)
    • SMF16 Compliance Oversight (since 2 Apr 2024)
    • SMF3 Executive Director (since 2 Apr 2024)
    • [FCA CF] Functions requiring qualifications (since 2 Apr 2024)

Recent activity

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

No changes recorded yet.