Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
3700ParksideBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +4403303030237
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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.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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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.
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Richard Smith
IRN RXS00544
- (604)Appointed representative dealing with clients for which they require qualification (19 Jul 2022 to 10 Sep 2024)
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Richard Stephen Bousfield
IRN RSB00021
- (1277)Appointed representative dealing with clients for which they require qualification (11 Oct 2021 to 6 Dec 2021)
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Richard Stephen Coulson
IRN RXC00092
- (425)CF1 Director (AR) (11 Jun 2020 to 5 Apr 2023)
- (423)SMF3 Executive Director (9 Dec 2019 to 1 Mar 2023)
- (422)Responsible for Insurance Distribution (9 May 2019 to 1 Mar 2023)
- (426)CF1 Director (30 May 2017 to 8 Dec 2019)
- (421)Responsibility for MCD Intermediation (23 Aug 2016 to 1 Mar 2023)
- (424)CF29 Significant management (23 Aug 2016 to 12 Feb 2019)
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Richard Thomas
IRN RXT01608
- (1436)CF1 Director (AR) (8 Aug 2017 to 26 Sep 2019)
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Richard Thomas Davies
IRN RTD00001
- (919)CF4 Partner (AR) (29 Jul 2011 to 12 Jun 2012)
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Richard Vanderpuije
IRN RXV00133
- (553)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (554)Appointed representative dealing with clients for which they require qualification (since 3 Sep 2024)
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Richard Wharram
IRN RJW00042
- (432)CF1 Director (AR) (21 Sep 2005 to 2 Jun 2014)
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Ripa Khanam
IRN RXK01415
- (185)CF1 Director (AR) (1 Jul 2009 to 8 Jun 2010)
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Rishi Khera
IRN RXK00509
- (984)Appointed representative dealing with clients for which they require qualification (3 Feb 2025 to 6 Mar 2025)
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Risto Gojkovic
IRN RXG00626
- (500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (501)Appointed representative dealing with clients for which they require qualification (since 15 Dec 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Priscilla Sarah Grace Shackleton (no longer appointed)
FRN 774888 · Appointed 24 Mar 2017 · Until 28 Nov 2022
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Your Mortgage Services Ltd (no longer appointed)
FRN 769198 · Appointed 11 Jan 2017 · Until 20 Oct 2020
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Your Will Writing Solutions Limited (no longer appointed)
FRN 768192 · Appointed 28 Dec 2016 · Until 24 Feb 2021
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Heatons Financial Services Ltd (no longer appointed)
FRN 763623 · Appointed 3 Nov 2016 · Until 16 Sep 2025
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Joshua Jacob Equity Release Limited (no longer appointed)
FRN 756964 · Appointed 26 Aug 2016 · Until 28 Sep 2021
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (501)Appointed representative dealing with clients for which they require qualification
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controlled function added: (500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (499)[FCA CF] Significant management
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controlled function added: (498)Appointed representative dealing with clients for which they require qualification
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controlled function added: (497)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (496)Appointed representative dealing with clients for which they require qualification
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controlled function added: (495)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (494)Appointed representative dealing with clients for which they require qualification
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controlled function added: (493)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (492)Appointed representative dealing with clients for which they require qualification