Date authorised
1 April 2013
Companies House
02217569
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Parkside
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +4403303030237
  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED 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
    • · 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · 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
    • · 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.

  • Shervin Akhgar

    IRN SXA02327

    • (1)CF1 Director (AR) (22 May 2013 to 8 Aug 2013)
  • Shirley Zhao

    IRN SXZ00064

    • (638)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (639)Appointed representative dealing with clients for which they require qualification (since 29 Apr 2022)
  • Shirley-Ann Miller

    IRN SXM00377

    • (779)Appointed representative dealing with clients for which they require qualification (3 Feb 2020 to 11 Jan 2022)
  • Shivani Parekh

    IRN SXP00758

    • (1053)Appointed representative dealing with clients for which they require qualification (9 Mar 2023 to 30 Sep 2023)
  • Shivendra Singh

    IRN SXS00322

    • (161)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (162)Appointed representative dealing with clients for which they require qualification (since 8 Oct 2024)
  • Shreeta Idaikkadar

    IRN SXI88646

    • (987)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (989)CF1 Director (AR) (since 29 Jul 2020)
    • (988)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Shujjah Khan

    IRN SXK01091

    • (971)Appointed representative dealing with clients for which they require qualification (16 Mar 2026 to 20 Apr 2026)
  • Sian Fisher

    IRN SXF00254

    • (630)Appointed representative dealing with clients for which they require qualification (12 Aug 2021 to 22 Jun 2023)
  • Sian Mills

    IRN SXM00378

    • (1183)Appointed representative dealing with clients for which they require qualification (11 Dec 2020 to 14 Dec 2020)
  • Simon Andrew French

    IRN SXF00168

    • (664)Appointed representative dealing with clients for which they require qualification (2 Jul 2025 to 6 Jan 2026)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (501)Appointed representative dealing with clients for which they require qualification

  2. controlled function added: (500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  3. controlled function added: (499)[FCA CF] Significant management

  4. controlled function added: (498)Appointed representative dealing with clients for which they require qualification

  5. controlled function added: (497)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  6. controlled function added: (496)Appointed representative dealing with clients for which they require qualification

  7. controlled function added: (495)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  8. controlled function added: (494)Appointed representative dealing with clients for which they require qualification

  9. controlled function added: (493)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  10. controlled function added: (492)Appointed representative dealing with clients for which they require qualification