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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Steven Barron
IRN SXB02829
- (502)Appointed representative dealing with clients for which they require qualification (4 Aug 2020 to 23 Jan 2025)
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Steven Duck
IRN SXD00307
- (1168)Appointed representative dealing with clients for which they require qualification (30 May 2023 to 1 Feb 2024)
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Steven Ellsmoor
IRN SXE00291
- (1382)Appointed representative dealing with clients for which they require qualification (16 May 2024 to 26 Feb 2025)
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Steven Gareth Dadge
IRN SGD01047
- (349)CF1 Director (AR) (17 Jan 2007 to 15 Jun 2007)
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Steven John McKernan
IRN SXM00226
- (930)Appointed representative dealing with clients for which they require qualification (26 Aug 2020 to 24 Jul 2024)
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Steven John Power
IRN SJP00047
- (448)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (449)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Steven John Randall
IRN SJR00103
- (910)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (912)CF1 Director (AR) (since 27 May 2022)
- (911)Appointed representative dealing with clients for which they require qualification (since 25 Mar 2021)
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Steven Jones
IRN SXJ00130
- (693)Appointed representative dealing with clients for which they require qualification (6 Feb 2023 to 5 Sep 2023)
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Steven Kelsall
IRN SXK00166
- (797)Appointed representative dealing with clients for which they require qualification (21 Dec 2020 to 28 Feb 2024)
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Steven Lloyd
IRN SXL00169
- (11)Appointed representative dealing with clients for which they require qualification (28 Feb 2020 to 1 Jul 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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First Finance Advice Ltd
FRN 563794 · Appointed 2 Sep 2011
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RH Finance Ltd
FRN 560265 · Appointed 3 Aug 2011
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Prestige Financial Solutions (Holdings) Ltd
FRN 556375 · Appointed 19 Jul 2011
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NRG Mortgages Ltd
FRN 472709 · Appointed 24 Jun 2011
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David Tonge
FRN 176246 · Appointed 17 May 2011
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Paul McDaid
FRN 200871 · Appointed 16 May 2011
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Anthony Grant Grevatt
FRN 405158 · Appointed 16 May 2011
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Summit Finance (UK) Ltd
FRN 504624 · Appointed 10 May 2011
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True Financial Solutions Ltd
FRN 550168 · Appointed 9 May 2011
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PAS Financial & Mortgage Solutions Ltd
FRN 422342 · Appointed 18 Apr 2011
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