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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Katie Holland
IRN KXH00265
- (618)Appointed representative dealing with clients for which they require qualification (20 Sep 2021 to 15 Aug 2024)
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Katie Louise Clarke
IRN KXC00512
- (499)[FCA CF] Significant management (since 6 Jan 2026)
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Katie Mills
IRN KXM00888
- (495)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (496)Appointed representative dealing with clients for which they require qualification (since 13 Feb 2026)
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Katie Purcell
IRN KXP09421
- (895)Appointed representative dealing with clients for which they require qualification (7 Jan 2021 to 8 Oct 2022)
- (896)CF1 Director (AR) (11 Nov 2020 to 15 Dec 2020)
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Katrina Olivia Peers Turzynski
IRN KXT00080
- (677)Appointed representative dealing with clients for which they require qualification (1 Aug 2022 to 29 Feb 2024)
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Kaur Kamaljit
IRN KXK01361
- (202)CF1 Director (AR) (1 Jun 2009 to 20 Dec 2010)
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Kay Colwell
IRN KXC01225
- (80)CF28 Systems and controls (1 Nov 2007 to 4 Jan 2008)
- (81)CF13 Finance (31 Oct 2004 to 31 Oct 2007)
- (82)CF1 Director (AR) (31 Oct 2004 to 4 Jan 2008)
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Kay Leslie
IRN KXL01241
- (1441)CF1 Director (26 May 2006 to 5 Apr 2019)
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Keith David Angell
IRN KXA00321
- (1407)Appointed representative dealing with clients for which they require qualification (16 Aug 2024 to 4 Apr 2025)
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Keith Edward Millen
IRN KEM01047
- (56)CF1 Director (AR) (5 Jan 2006 to 19 Jan 2007)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Bondgate Insurance Consultants (no longer appointed)
FRN 182210 · Appointed 30 Jan 2006 · Until 3 Dec 2010
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Philpot Financial Services (no longer appointed)
FRN 447370 · Appointed 26 Jan 2006 · Until 23 Oct 2012
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London And City Financial Services Ltd (no longer appointed)
FRN 446994 · Appointed 17 Jan 2006 · Until 9 Apr 2021
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K & P Mortgage Management (no longer appointed)
FRN 446510 · Appointed 3 Jan 2006 · Until 12 Aug 2008
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