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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Kevin Francis Curtis
IRN KXC00047
- (951)CF1 Director (AR) (9 Dec 2008 to 18 Mar 2010)
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Kevin James Coles
IRN KXC10328
- (893)Appointed representative dealing with clients for which they require qualification (20 Jan 2023 to 22 Mar 2023)
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Kevin James Crickett
IRN KJC01135
- (436)CF1 Director (AR) (17 Dec 2014 to 1 Apr 2016)
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Kevin James Mahoney
IRN KJM00016
- (961)CF4 Partner (AR) (1 Jan 2006 to 4 Sep 2018)
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Kevin John Heazel
IRN KJH01101
- (839)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (840)CF4 Partner (AR) (since 25 Apr 2025)
- (841)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1235)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Feb 2021)
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Kevin John Willis
IRN KJW00006
- (967)Appointed representative dealing with clients for which they require qualification (1 Jun 2020 to 24 May 2024)
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Kevin Mckay
IRN KXM00323
- (861)Appointed representative dealing with clients for which they require qualification (9 Nov 2021 to 19 Sep 2023)
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Kevin Peter Langley
IRN KPL00006
- (945)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Jan 2021)
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Kevin Richard Paterson
IRN KRP00023
- (1439)Appointed representative dealing with clients for which they require qualification (19 May 2021 to 8 Jun 2022)
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Kevin Stewart Shields
IRN KSS00006
- (963)Appointed representative dealing with clients for which they require qualification (16 Jul 2024 to 14 Apr 2025)
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