Date authorised
1 April 2013
Companies House
02217569
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Parkside
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +4403303030237
  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +4401217671139

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · 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.

  • Rebecca Robertshaw

    IRN RXR00254

    • (1116)Appointed representative dealing with clients for which they require qualification (1 Aug 2022 to 14 Sep 2022)
  • Reena Bhambi

    IRN RXB00810

    • (1048)Appointed representative dealing with clients for which they require qualification (7 Jun 2023 to 14 Nov 2023)
  • Rhia Preston

    IRN RXP00406

    • (636)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (637)Appointed representative dealing with clients for which they require qualification (since 20 Jun 2022)
  • Rhiannon Emma Gadd

    IRN RXG00261

    • (75)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (76)Appointed representative dealing with clients for which they require qualification (since 12 Dec 2025)
  • Ricardo Sumal

    IRN RXS00635

    • (39)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (40)Appointed representative dealing with clients for which they require qualification (since 20 Oct 2025)
  • Ricci Haslam

    IRN RXH00614

    • (1062)Appointed representative dealing with clients for which they require qualification (27 Feb 2023 to 17 Jan 2024)
  • Richard Adam Cole

    IRN RXC00553

    • (1089)Appointed representative dealing with clients for which they require qualification (23 Sep 2022 to 7 Oct 2022)
  • Richard Antony Davis

    IRN RAD01093

    • (591)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Jul 2024)
  • Richard Ben Effio

    IRN RXE00038

    • (783)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2022)
  • Richard Booth

    IRN RXB00239

    • (755)Appointed representative dealing with clients for which they require qualification (28 Jul 2020 to 2 Dec 2021)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (491)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  2. controlled function added: (490)Appointed representative dealing with clients for which they require qualification

  3. controlled function added: (489)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  4. controlled function added: (488)Appointed representative dealing with clients for which they require qualification

  5. controlled function added: (487)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  6. controlled function added: (486)Appointed representative dealing with clients for which they require qualification

  7. controlled function added: (485)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  8. controlled function added: (484)Appointed representative dealing with clients for which they require qualification

  9. controlled function added: (483)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  10. controlled function added: (482)Appointed representative dealing with clients for which they require qualification