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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Lindsey Maria White
IRN LMW01061
- (466)CF4 Partner (AR) (8 Jan 2008 to 9 Mar 2020)
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Lingyu Wu
IRN LXW00286
- (1286)Appointed representative dealing with clients for which they require qualification (27 Mar 2023 to 28 Mar 2025)
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Linsey Lee Champion
IRN LLC01011
- (244)CF1 Director (AR) (22 Aug 2008 to 22 Aug 2013)
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Lisa Boulton
IRN LMB01172
- (25)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (26)Appointed representative dealing with clients for which they require qualification (since 31 Oct 2024)
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Lisa Carson
IRN LXC00567
- (574)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (575)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2025)
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Lisa Fallows
IRN LXF01170
- (314)CF1 Director (AR) (16 Mar 2007 to 29 Jan 2008)
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Lisa Jane Hurley
IRN LJH01115
- (388)CF1 Director (31 Mar 2016 to 9 Mar 2017)
- (387)CF1 Director (AR) (24 Jun 2015 to 9 Mar 2017)
- (385)CF28 Systems and controls (1 Nov 2007 to 9 Mar 2017)
- (386)CF13 Finance (26 May 2006 to 31 Oct 2007)
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Lisa Marie Stanley
IRN LMS01096
- (378)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (379)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (522)CF1 Director (AR) (3 Sep 2009 to 13 Dec 2011)
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Lisa Michelle Lawton
IRN LML01046
- (175)CF1 Director (AR) (30 Nov 2009 to 13 Aug 2010)
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Lisa Stephenson
IRN LXS00584
- (1029)Appointed representative dealing with clients for which they require qualification (21 Dec 2023 to 19 Apr 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Jones Financial Services Ltd (no longer appointed)
FRN 459757 · Appointed 6 Nov 2006 · Until 15 Sep 2009
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Black & White Network Ltd (no longer appointed)
FRN 459196 · Appointed 27 Oct 2006 · Until 8 Dec 2011
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Mortgage Choice Solutions (no longer appointed)
FRN 457536 · Appointed 21 Sep 2006 · Until 31 Aug 2017
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