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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Joshua John Griffiths Keene
IRN JXK00177
- (672)Appointed representative dealing with clients for which they require qualification (3 May 2022 to 21 Feb 2023)
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Joshua Weekes
IRN JXW00622
- (51)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (52)Appointed representative dealing with clients for which they require qualification (since 6 Oct 2025)
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Josie Aisenthal
IRN JXA00696
- (1358)Appointed representative dealing with clients for which they require qualification (11 Nov 2024 to 12 May 2025)
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Judith Margaret Hughes
IRN HXJ01078
- (579)Appointed representative dealing with clients for which they require qualification (7 Dec 2022 to 7 Jun 2023)
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Julia Elizabeth Ross
IRN JER01135
- (29)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (30)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (503)CF1 Director (AR) (29 Apr 2015 to 2 Mar 2018)
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Julian Kim Monroe
IRN JKM01062
- (550)CF4 Partner (AR) (6 Feb 2008 to 4 Sep 2009)
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Julian Norman Cook
IRN JNC01042
- (410)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (411)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Julie Anne Dixon
IRN JAD01207
- (770)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (771)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (772)CF1 Director (AR) (since 24 Jul 2013)
- (1141)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jun 2021)
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Julie Croney
IRN JXC03140
- (482)Appointed representative dealing with clients for which they require qualification (2 Sep 2021 to 5 Sep 2024)
- (483)CF1 Director (AR) (12 Aug 2021 to 5 Sep 2024)
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Juliet Elisabeth Wood
IRN JEW00043
- (417)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (418)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Independent Property Finance (no longer appointed)
FRN 434678 · Appointed 27 Jun 2005 · Until 20 Apr 2009
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Impartial Mortgages Ltd (no longer appointed)
FRN 434582 · Appointed 23 Jun 2005 · Until 15 Sep 2009
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Manfield Mortgage Services Ltd (no longer appointed)
FRN 433310 · Appointed 31 May 2005 · Until 16 Aug 2010
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Freelance Finance Limited (no longer appointed)
FRN 414179 · Appointed 26 May 2005 · Until 21 Nov 2008
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Capital Asset Consulting Ltd (no longer appointed)
FRN 432369 · Appointed 9 May 2005 · Until 16 Dec 2009
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