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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Patricia Alexander
IRN PXA00088
- (169)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (170)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Patricia Ann Heddon
IRN PAH00022
- (1242)Appointed representative dealing with clients for which they require qualification (2 Sep 2021 to 29 Nov 2022)
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Patrick Joseph Boyle
IRN PJB01361
- (1198)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Oct 2022)
- (1199)CF1 Director (AR) (16 Jan 2009 to 2 Dec 2010)
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Patrick Martin Rice
IRN PXR00132
- (1288)Appointed representative dealing with clients for which they require qualification (3 Aug 2022 to 5 Sep 2022)
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Patryk Sliwinski
IRN PXS02546
- (247)CF1 Director (AR) (26 Aug 2016 to 25 Aug 2017)
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Paul Adrian Stacey
IRN PAS00071
- (1000)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1001)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1002)CF1 Director (AR) (since 31 May 2011)
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Paul Alan Bass
IRN PAB01354
- (1310)CF1 Director (AR) (2 Apr 2009 to 20 Jan 2011)
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Paul Amoako Asare
IRN PAA01096
- (511)Appointed representative dealing with clients for which they require qualification (1 Jul 2020 to 4 Jan 2023)
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Paul Andrew Johnson
IRN PAJ01102
- (569)CF1 Director (AR) (17 Sep 2015 to 4 Mar 2016)
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Paul Andrew Jones
IRN PAJ00009
- (187)CF1 Director (AR) (24 Aug 2005 to 1 Jul 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Informed Mortgage Solutions Ltd (no longer appointed)
FRN 511242 · Appointed 27 Oct 2009 · Until 8 Dec 2009
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SMS Mortgage Services Ltd (no longer appointed)
FRN 510217 · Appointed 21 Oct 2009 · Until 19 Aug 2010
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Chess Property Services (London) Ltd (no longer appointed)
FRN 509431 · Appointed 7 Oct 2009 · Until 4 Jul 2014
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Jordans Financial Brokerage Ltd (no longer appointed)
FRN 509022 · Appointed 7 Oct 2009 · Until 4 Dec 2013
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David Eliott Property Finance (Richmond) Ltd (no longer appointed)
FRN 507896 · Appointed 5 Oct 2009 · Until 10 May 2010
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