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 John Campo
IRN RJC01378
- (504)Appointed representative dealing with clients for which they require qualification (19 Feb 2020 to 22 Apr 2024)
- (505)CF1 Director (AR) (20 Mar 2014 to 22 Apr 2024)
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Richard John Twigg
IRN RJT01097
- (1429)CF2 Non Executive Director (11 Sep 2009 to 1 Dec 2010)
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Richard Martin
IRN RXM01720
- (439)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Nov 2021)
- (440)CF1 Director (AR) (14 Apr 2015 to 31 Aug 2024)
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Richard Martin Smith
IRN RMS01136
- (1431)SMF17 Money Laundering Reporting Officer (MLRO) (17 Aug 2022 to 1 Mar 2023)
- (1432)SMF16 Compliance Oversight (17 Aug 2022 to 1 Mar 2023)
- (1434)SMF3 Executive Director (19 Oct 2021 to 1 Mar 2023)
- (1433)SMF4 Chief Risk (19 Oct 2021 to 1 Mar 2023)
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Richard Michael Jordan
IRN RMJ01042
- (254)CF1 Director (AR) (2 May 2008 to 1 Jul 2009)
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Richard Roocroft
IRN RXR00092
- (725)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2024)
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Richard Sean Tunney
IRN RXT00151
- (1173)Appointed representative dealing with clients for which they require qualification (12 Mar 2021 to 7 Mar 2022)
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Richard Selvey-Clinton
IRN RXS02996
- (211)CF1 Director (AR) (7 Sep 2015 to 30 Jun 2016)
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Richard Sidney Bedford
IRN RSB01093
- (144)CF4 Partner (AR) (22 Jun 2009 to 18 Aug 2010)
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Richard Singh
IRN RXS00257
- (762)Appointed representative dealing with clients for which they require qualification (14 Oct 2020 to 6 Sep 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Claire Louise Scarisbrick (no longer appointed)
FRN 628610 · Appointed 18 Jul 2014 · Until 25 Jan 2017
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MAE Property Finance Ltd (no longer appointed)
FRN 628351 · Appointed 16 Jul 2014 · Until 24 Nov 2023
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Calrisian Financial Services LLP (no longer appointed)
FRN 627632 · Appointed 7 Jul 2014 · Until 29 May 2018
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Complete Mortgages And Protection Limited (no longer appointed)
FRN 621987 · Appointed 24 Apr 2014 · Until 18 Mar 2015
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Refresh Personal Finance Ltd (no longer appointed)
FRN 616559 · Appointed 3 Mar 2014 · Until 12 Feb 2015
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Rose Capital Partners Ltd (no longer appointed)
FRN 616473 · Appointed 27 Feb 2014 · Until 22 Apr 2024
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