Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
3700ParksideBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +4403303030237
-
Complaints Contact
3700Birmingham Business ParkBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +4401217671139
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
-
Equity Release Advice
For Customer, Home reversion plans
-
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 Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
-
Equity Release Arranging
For Customer, Home reversion plans
-
Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Credit Brokering
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
Equity Release Setup
For Customer, Home reversion plans
-
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 Hide limitations
- · 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.
-
William Henry O'Brien
IRN WHO01001
- (242)CF1 Director (AR) (3 Sep 2008 to 4 Sep 2009)
-
William Kingzett
IRN WXK77670
- (873)Appointed representative dealing with clients for which they require qualification (2 Dec 2024 to 10 Apr 2026)
-
William Marsland
IRN WXM00187
- (1023)Appointed representative dealing with clients for which they require qualification (19 Mar 2024 to 24 Jul 2024)
-
William Putnam
IRN WXP15577
- (1063)CF1 Director (AR) (since 18 Nov 2022)
-
William Stayt-Mackey
IRN WXS01366
- (474)Appointed representative dealing with clients for which they require qualification (6 Jun 2022 to 26 Sep 2025)
-
Wing Sea Nancy Chiu
IRN WSC01034
- (1158)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Nov 2023)
- (1159)CF1 Director (AR) (2 Sep 2014 to 24 Nov 2023)
-
Xuan Dao
IRN XXD00013
- (972)Appointed representative dealing with clients for which they require qualification (26 Nov 2025 to 27 Feb 2026)
-
Yasin Irshad Tabassum
IRN YIT01000
- (1176)CF1 Director (AR) (29 Apr 2013 to 4 Dec 2013)
- (1175)CF4 Partner (AR) (14 Jun 2011 to 29 Apr 2013)
-
Yasmina Hammouda
IRN YXH00014
- (13)Appointed representative dealing with clients for which they require qualification (15 Sep 2020 to 20 Nov 2020)
-
Yusuf Karabulut
IRN YXK00091
- (988)Appointed representative dealing with clients for which they require qualification (18 Dec 2024 to 27 Jun 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
HD Financial Ltd
FRN 517064 · Appointed 29 Jan 2010
-
Signature Mortgages and Protection Limited
FRN 516420 · Appointed 18 Jan 2010
-
East Riding Finance Ltd
FRN 514111 · Appointed 7 Dec 2009
-
Daniel Bailey
FRN 511132 · Appointed 26 Oct 2009
-
Veratinum Financial Ltd
FRN 479193 · Appointed 22 Jul 2009
-
Michael John Latham
FRN 503622 · Appointed 14 Jul 2009
-
Bassetts Financial Consultants Limited
FRN 503304 · Appointed 7 Jul 2009
-
Benjamin Wakeman
FRN 502312 · Appointed 12 Jun 2009
-
Gareth Damien Jones
FRN 501938 · Appointed 3 Jun 2009
-
Royle Mortgage Solutions Ltd
FRN 501548 · Appointed 22 May 2009
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (501)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (499)[FCA CF] Significant management
-
controlled function added: (498)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (497)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (496)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (495)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (494)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (493)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (492)Appointed representative dealing with clients for which they require qualification