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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Rebecca Robertshaw
IRN RXR00254
- (1116)Appointed representative dealing with clients for which they require qualification (1 Aug 2022 to 14 Sep 2022)
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Reena Bhambi
IRN RXB00810
- (1048)Appointed representative dealing with clients for which they require qualification (7 Jun 2023 to 14 Nov 2023)
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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)
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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)
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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)
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Ricci Haslam
IRN RXH00614
- (1062)Appointed representative dealing with clients for which they require qualification (27 Feb 2023 to 17 Jan 2024)
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Richard Adam Cole
IRN RXC00553
- (1089)Appointed representative dealing with clients for which they require qualification (23 Sep 2022 to 7 Oct 2022)
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Richard Antony Davis
IRN RAD01093
- (591)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Jul 2024)
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Richard Ben Effio
IRN RXE00038
- (783)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2022)
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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.
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Breeze Financial Solutions Ltd (no longer appointed)
FRN 578152 · Appointed 23 Mar 2012 · Until 23 Sep 2020
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (491)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (490)Appointed representative dealing with clients for which they require qualification
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controlled function added: (489)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (488)Appointed representative dealing with clients for which they require qualification
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controlled function added: (487)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (486)Appointed representative dealing with clients for which they require qualification
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controlled function added: (485)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (484)Appointed representative dealing with clients for which they require qualification
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controlled function added: (483)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (482)Appointed representative dealing with clients for which they require qualification