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.
-
Stephen Peter Titone
IRN SXT00149
- (730)Appointed representative dealing with clients for which they require qualification (1 Sep 2020 to 16 Oct 2020)
-
Stephen Prior
IRN SXP01695
- (284)CF1 Director (AR) (21 Jan 2008 to 25 Feb 2010)
-
Stephen Ronald Cazot
IRN SRC01099
- (401)CF1 Director (AR) (16 Mar 2011 to 6 Apr 2020)
-
Stephen Sherrett
IRN SXS01849
- (132)CF1 Director (AR) (8 Feb 2008 to 23 Sep 2013)
-
Stephen Whittaker
IRN SXW00215
- (821)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2020)
-
Stephen William Haggerty
IRN SWH01048
- (584)CF1 Director (22 Feb 2007 to 26 Feb 2008)
- (583)CF2 Non Executive Director (30 Jan 2006 to 22 Feb 2007)
-
Stephen William James Webb
IRN SXW00287
- (688)Appointed representative dealing with clients for which they require qualification (3 Aug 2022 to 5 Sep 2022)
-
Stephen Wilson
IRN SXW00627
- (634)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (635)Appointed representative dealing with clients for which they require qualification (since 30 Jan 2024)
- (1111)Appointed representative dealing with clients for which they require qualification (27 Jun 2022 to 2 Sep 2022)
-
Steve Charnock
IRN SXC01745
- (1467)CF1 Director (AR) (31 Oct 2005 to 22 Oct 2009)
-
Steven Asa Sanderson
IRN SXS00337
- (704)Appointed representative dealing with clients for which they require qualification (21 Apr 2023 to 18 Mar 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
T & M Financial Services Ltd
FRN 488270 · Appointed 1 Sep 2008
-
Mandalay Financial Limited
FRN 488157 · Appointed 28 Aug 2008
-
Rainbow Financial Ltd
FRN 486741 · Appointed 4 Aug 2008
-
Cream Financial Solutions Limited
FRN 486927 · Appointed 31 Jul 2008
-
Carl Critchlow
FRN 486370 · Appointed 21 Jul 2008
-
Spire Mortgages Limited
FRN 486141 · Appointed 16 Jul 2008
-
JP Financial Advice Ltd
FRN 484242 · Appointed 5 Jun 2008
-
Sharon A Quinn
FRN 483373 · Appointed 15 May 2008
-
Sara Murphy
FRN 482393 · Appointed 24 Apr 2008
-
Affordable Finance Ltd
FRN 481623 · Appointed 14 Apr 2008
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