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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Robert Payne
IRN RXP86874
- (1060)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1061)Appointed representative dealing with clients for which they require qualification (since 20 Jul 2020)
- (1062)CF1 Director (AR) (since 3 Jul 2020)
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Robert William Killeen
IRN RWK01034
- (1241)CF1 Director (AR) (23 Aug 2006 to 15 Apr 2016)
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Robert William Trimble
IRN RXT00071
- (1010)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1011)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1012)CF1 Director (AR) (since 3 Nov 2005)
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Robin Andrew Fear
IRN RAF00039
- (300)CF1 Director (AR) (10 May 2006 to 14 Sep 2009)
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Robin Jones
IRN RXJ82528
- (855)Appointed representative dealing with clients for which they require qualification (19 Aug 2024 to 24 Jul 2025)
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Robin Stratford
IRN RXS00256
- (260)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (261)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Rodney James Wilcock
IRN RJW00103
- (942)CF1 Director (AR) (7 Jun 2007 to 29 Sep 2007)
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Roger Allen
IRN RXA01363
- (12)CF1 Director (AR) (10 Oct 2005 to 9 Aug 2006)
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Roger McCosh
IRN RXM00242
- (194)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (195)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Roger O'Brien
IRN RXO00034
- (1150)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jan 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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