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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Kate Elizabeth Straker
IRN KEK01015
- (559)CF1 Director (AR) (15 Oct 2007 to 23 Nov 2023)
- (558)CF4 Partner (AR) (4 Oct 2006 to 15 Oct 2007)
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Katerina Panayi
IRN KXP00095
- (807)Appointed representative dealing with clients for which they require qualification (16 Nov 2020 to 29 Apr 2022)
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Katherine Finch
IRN KXF00110
- (1413)CF1 Director (AR) (21 Dec 2021 to 15 Sep 2023)
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Katherine Jane Atkinson
IRN KXA00352
- (564)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (565)Appointed representative dealing with clients for which they require qualification (since 8 Apr 2025)
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Katherine Tait
IRN KXT00063
- (808)Appointed representative dealing with clients for which they require qualification (23 Mar 2020 to 3 Apr 2025)
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Kathleen Flanders
IRN KXF01149
- (462)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Oct 2021)
- (463)CF1 Director (AR) (1 Jan 2006 to 13 May 2022)
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Kathrine Rosemary McTernan
IRN KXM00169
- (755)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (757)CF1 Director (AR) (since 9 Feb 2021)
- (756)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Kathryn Lane
IRN KXL00076
- (282)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (283)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Kathryn Pegg
IRN KXP00097
- (286)Appointed representative dealing with clients for which they require qualification (7 Jan 2020 to 11 May 2020)
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Katie Elizabeth Brown
IRN KEM01067
- (513)Appointed representative dealing with clients for which they require qualification (11 Jun 2021 to 23 Jan 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Southport Investment Bureau (no longer appointed)
FRN 216381 · Appointed 1 Jan 2006 · Until 15 May 2012
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Bartlett Mortgage Solutions (no longer appointed)
FRN 410551 · Appointed 1 Jan 2006 · Until 9 Dec 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