Date authorised
19 March 2020
Companies House
11516189
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    22E Southam Road
    Radford Semele
    Leamington Spa
    Warwickshire
    CV31 1TA
    UNITED KINGDOM
    Phone
    +4407729364767
  • Complaints Contact

    22E Southam Road
    Radford Semele
    Leamington Spa
    Warwickshire
    CV31 1TA
    UNITED KINGDOM
    Phone
    +4407729364767

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

  • 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the conclusion or administration of debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

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

  • Credit Score Services

    Show 1 limitation
    • · This permission is limited to not carrying out credit repair services

Approved individuals

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

  • Lee Short

    IRN LXS00513

    • [FCA CF] Functions requiring qualifications (1 Apr 2023 to 30 Sep 2024)
  • MUNSIR EDMUND TUBIA MAROGI

    IRN MEM01160

    • [FCA CF] Functions requiring qualifications (19 Apr 2021 to 27 Feb 2024)
  • Marc Anthony Ulett

    IRN MXU13778

    • 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 2 Dec 2024)
    • CF1 Director (AR) (since 19 Jul 2024)
    • [FCA CF] Functions requiring qualifications (2 Aug 2021 to 29 Nov 2024)
  • Mark John Taylor

    IRN MJT00018

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 7 Sep 2023)
  • Marta Evans

    IRN MXE00129

    • [FCA CF] Functions requiring qualifications (19 Apr 2021 to 18 Mar 2022)
  • Marzena Zenczakowska

    IRN MXZ00027

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 20 Jan 2025)
  • Meesha Kaur Kashb

    IRN MXK00599

    • [FCA CF] Functions requiring qualifications (27 Sep 2024 to 18 Nov 2024)
  • Michael O'Brien

    IRN MXO00047

    • SMF3 Executive Director (17 Feb 2021 to 12 Jun 2023)
  • Paul Ashley Newton

    IRN PAN00014

    • 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 1 Oct 2024)
    • CF1 Director (AR) (since 7 Aug 2024)
    • [FCA CF] Functions requiring qualifications (19 Apr 2021 to 30 Sep 2024)
  • Paul Stokes

    IRN PXS01944

    • [FCA CF] Functions requiring qualifications (19 Apr 2021 to 11 Jan 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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