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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Sonia Featherstone
IRN SXF00128
- (700)Appointed representative dealing with clients for which they require qualification (1 Feb 2021 to 10 Jul 2024)
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Sonia Malik
IRN SXM02339
- (237)CF1 Director (AR) (8 Jul 2008 to 20 Feb 2009)
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Sonia Romeo Dsouza
IRN SXD00793
- (1017)Appointed representative dealing with clients for which they require qualification (2 May 2024 to 30 Jan 2026)
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Sophia Austin
IRN SXA00194
- (1206)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Nov 2024)
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Sophie Humphrey
IRN SXH00281
- (207)Appointed representative dealing with clients for which they require qualification (12 Dec 2019 to 1 Jul 2020)
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Sophie Lowndes-Toole
IRN SXL00168
- (1381)Appointed representative dealing with clients for which they require qualification (10 Jul 2020 to 27 Nov 2023)
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Sophie Roe
IRN SXR00195
- (250)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (251)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Sophie Wood
IRN SXT45388
- (883)Appointed representative dealing with clients for which they require qualification (10 Dec 2024 to 7 Feb 2025)
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Spencer John Berry
IRN SJB01435
- (66)CF1 Director (AR) (31 Oct 2004 to 28 Jul 2005)
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Stacey Anne Jones
IRN SAJ01088
- (562)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Jul 2023)
- (563)CF1 Director (AR) (13 Nov 2006 to 15 Sep 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Angels Financial Solutions Limited
FRN 794801 · Appointed 22 Nov 2017
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Blossom Mortgage Services Ltd
FRN 793736 · Appointed 9 Nov 2017
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Trojan Financial Services Limited
FRN 793661 · Appointed 8 Nov 2017
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Mortgage Bird Limited
FRN 788362 · Appointed 7 Sep 2017
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Star FS Ltd
FRN 774094 · Appointed 15 Mar 2017
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Edward Cook Mortgage Services Ltd
FRN 773234 · Appointed 6 Mar 2017
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John Christopher McGuire
FRN 766418 · Appointed 6 Dec 2016
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David Justin Tidey
FRN 760054 · Appointed 5 Oct 2016
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Highgrove Mortgage Consultants Limited
FRN 756293 · Appointed 17 Aug 2016
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MCM Advice Ltd
FRN 756058 · Appointed 15 Aug 2016
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