Date authorised
30 September 2015
Companies House
08503153
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3 Whittle Avenue
    Fareham
    Hampshire
    PO15 5SH
    UNITED KINGDOM
    Phone
    +441489667030
  • Complaints Contact

    3 Whittle Avenue
    Fareham
    PO15 5SH
    UNITED KINGDOM
    Phone
    +441489667030

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)

  • Investment Advice (no pensions)

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

Approved individuals

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

  • Gareth Davies

    IRN GXD00305

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 16 Mar 2023)
  • Gary Daniel Trotman

    IRN GXT00061

    • [FCA CF] Functions requiring qualifications (28 Mar 2025 to 24 Feb 2026)
  • Gavin Dennis Mears

    IRN GXM00335

    • [FCA CF] Functions requiring qualifications (17 Jun 2021 to 28 Feb 2022)
  • Graham James George Downes

    IRN GJD01082

    • SMF3 Executive Director (since 10 Feb 2025)
    • Director of firm who is not a certification employee or a SMF manager (since 11 Mar 2022)
  • Hadi Abdul

    IRN HXA00052

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Hannah Louise Cassidy

    IRN HXR00179

    • [FCA CF] Functions requiring qualifications (19 Jan 2023 to 20 Jan 2025)
  • Harrison Owen Charlie Grimbley

    IRN HXG00209

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 17 Jun 2024)
  • Ivaylo Ivaylov Saltirov

    IRN IXS00320

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 May 2025)
  • James Jerold Reed

    IRN JXR09572

    • SMF3 Executive Director (9 Dec 2019 to 10 Dec 2020)
    • CF1 Director (3 Jan 2019 to 8 Dec 2019)
  • James Thomas Berry

    IRN JXB00467

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 7 Feb 2024)

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.