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.
-
Shannon Marie Everill
IRN SXE00134
- (646)Appointed representative dealing with clients for which they require qualification (10 Jan 2023 to 9 Jan 2024)
-
Sharanjeet Singh
IRN SXS05319
- (1011)Appointed representative dealing with clients for which they require qualification (7 Jun 2024 to 10 Oct 2025)
-
Sharanjit Kaur Uppal
IRN SXU00013
- (274)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (275)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Sharif Islam
IRN SXI00099
- (626)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (627)Appointed representative dealing with clients for which they require qualification (since 16 Apr 2026)
-
Sharon Alison Haines
IRN SAH01170
- (114)CF1 Director (AR) (22 Dec 2006 to 15 Dec 2009)
-
Sharon Ann Williamson
IRN SAW01180
- (94)CF1 Director (AR) (31 Oct 2004 to 29 May 2008)
-
Sharon Cope
IRN SXC00907
- (1081)Appointed representative dealing with clients for which they require qualification (25 Oct 2022 to 5 Oct 2023)
-
Sharon Dawn O'Connor
IRN SDO01017
- (355)CF1 Director (AR) (30 Apr 2007 to 11 Sep 2008)
-
Sharon Holloway
IRN SXH01781
- (390)CF2 Non Executive Director (AR) (7 Jun 2006 to 26 Nov 2007)
-
Sharon Malone
IRN SXM49110
- (882)Appointed representative dealing with clients for which they require qualification (12 Jun 2024 to 10 Sep 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Pardner Financial
FRN 480871 · Appointed 31 Mar 2008
-
E-First Finance
FRN 480739 · Appointed 25 Mar 2008
-
Sajjad Mahmood
FRN 479810 · Appointed 3 Mar 2008
-
Templar Mortgage Services Ltd
FRN 479623 · Appointed 27 Feb 2008
-
LT Mortgages Ltd
FRN 479584 · Appointed 26 Feb 2008
-
Elkins Mortgage Services
FRN 475077 · Appointed 12 Nov 2007
-
Andrews Financial Ltd
FRN 473903 · Appointed 16 Oct 2007
-
Phoenix Whitstable Limited
FRN 467348 · Appointed 1 May 2007
-
Juliet Wood
FRN 466990 · Appointed 23 Apr 2007
-
Dezrez Mortgages Ltd
FRN 464982 · Appointed 8 Mar 2007
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