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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Stacey Louise Hotson
IRN SXH01066
- (1039)Appointed representative dealing with clients for which they require qualification (2 Oct 2023 to 5 Aug 2024)
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Stefan Paul Stone
IRN SPS01099
- (845)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (846)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (847)CF1 Director (AR) (since 28 Jan 2010)
- (1225)CF4 Partner (AR) (12 Nov 2004 to 27 Jan 2010)
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Stephanie Hayes
IRN SXH01311
- (537)[FCA CF] Significant management (since 15 Jan 2025)
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Stephanie Jones
IRN SXJ00100
- (1162)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2022)
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Stephen Andrew Cooke
IRN SAC01226
- (277)CF1 Director (4 Jan 2011 to 19 Dec 2014)
- (276)CF1 Director (AR) (24 Nov 2010 to 19 Dec 2014)
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Stephen Anthony Ellis
IRN SAE01050
- (374)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (375)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Stephen Anthony Gormley
IRN SAG00031
- (930)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (931)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (932)CF1 Director (AR) (since 21 Sep 2018)
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Stephen Charles Chadwick
IRN SCC01083
- (913)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (914)Appointed representative dealing with clients for which they require qualification (since 27 Jul 2020)
- (915)CF1 Director (AR) (since 9 Apr 2020)
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Stephen Charles Rackett
IRN SCR01071
- (348)CF1 Director (AR) (4 Dec 2006 to 18 Oct 2012)
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Stephen Christopher Humphrey
IRN SXH00154
- (1388)Appointed representative dealing with clients for which they require qualification (6 Aug 2021 to 7 Oct 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Bramhall Park Mortgages Ltd
FRN 746900 · Appointed 12 May 2016
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Sohaib Bin Hamid
FRN 745656 · Appointed 29 Apr 2016
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Advantage Home Finance Ltd
FRN 735133 · Appointed 2 Feb 2016
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Focus Financial (NE) Ltd
FRN 704247 · Appointed 29 May 2015
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Zoe Birkett
FRN 663010 · Appointed 30 Dec 2014
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Tudor Asset Management Ltd
FRN 573518 · Appointed 24 Nov 2014
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Leo Joyce
FRN 654382 · Appointed 14 Nov 2014
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Prestige Private Finance Limited
FRN 653383 · Appointed 21 Oct 2014
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Pendant Financial Services Ltd
FRN 624028 · Appointed 23 May 2014
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Avenir Financial Solutions Ltd
FRN 616201 · Appointed 20 Feb 2014
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