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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Justin Arundel Manser
IRN JXM00963
- (1123)Appointed representative dealing with clients for which they require qualification (18 Jan 2022 to 31 Mar 2023)
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Justin Scott Massey
IRN JSM00066
- (971)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (972)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (973)CF1 Director (AR) (since 5 Dec 2005)
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Justyna Sands
IRN JAP01285
- (925)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (926)Appointed representative dealing with clients for which they require qualification (since 1 Apr 2020)
- (927)CF1 Director (AR) (since 2 Apr 2015)
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Kaitlin Davies
IRN KXC00262
- (1098)Appointed representative dealing with clients for which they require qualification (25 Jul 2022 to 4 Mar 2024)
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Kamil Waluszewski
IRN KXW01655
- (1090)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1091)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1092)CF1 Director (AR) (since 20 Apr 2018)
- (1391)CF1 Director (AR) (31 Oct 2017 to 12 Mar 2018)
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Kara Moore
IRN KXM00172
- (290)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (291)Appointed representative dealing with clients for which they require qualification (since 26 Feb 2020)
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Karema Anna Fuller
IRN KAF01057
- (195)CF1 Director (AR) (23 Jun 2009 to 6 Jan 2010)
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Karen Barbara Cresswell
IRN KBC01020
- (373)CF1 Director (AR) (31 Aug 2006 to 15 Mar 2010)
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Karen Blake
IRN KXB00316
- (620)Appointed representative dealing with clients for which they require qualification (14 Sep 2021 to 1 Nov 2021)
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Karen Diane Brooks
IRN KDB01039
- (214)CF1 Director (AR) (8 Dec 2008 to 12 Oct 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Dorset Financial Services (no longer appointed)
FRN 412340 · Appointed 31 Oct 2004 · Until 13 Apr 2005
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Direct Mortgage Specialist Mortgage Brokers (no longer appointed)
FRN 413008 · Appointed 31 Oct 2004 · Until 5 Feb 2016
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Aquila Mortgages & Life Limited (no longer appointed)
FRN 411607 · Appointed 31 Oct 2004 · Until 30 Mar 2007
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The Mortgage Advisory Centre Midlands (no longer appointed)
FRN 410689 · Appointed 31 Oct 2004 · Until 16 Nov 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