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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Samantha Reardon
IRN SXP72992
- (335)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (336)Appointed representative dealing with clients for which they require qualification (since 5 Mar 2025)
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Samuel David Loving
IRN SDL01065
- (1318)Appointed representative dealing with clients for which they require qualification (12 Oct 2020 to 30 Nov 2020)
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Samuel Edward Crooks
IRN SXC00404
- (102)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (103)Appointed representative dealing with clients for which they require qualification (since 12 Sep 2022)
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Samuel Grant
IRN SXG00176
- (745)Appointed representative dealing with clients for which they require qualification (16 Jun 2020 to 3 Jul 2020)
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Samuel James Thompson
IRN SXT00321
- (73)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (74)Appointed representative dealing with clients for which they require qualification (since 19 Aug 2021)
- (628)CF1 Director (AR) (19 Apr 2022 to 4 Mar 2024)
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Samuel Rose
IRN SXR00007
- (978)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (979)Appointed representative dealing with clients for which they require qualification (since 11 Sep 2020)
- (980)CF1 Director (AR) (since 7 Sep 2020)
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Samuel Taylor James Gaskell
IRN SXG00688
- (594)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (595)Appointed representative dealing with clients for which they require qualification (since 12 Jul 2023)
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Sandi Merwitz
IRN SXM01504
- (935)Appointed representative dealing with clients for which they require qualification (21 Jan 2021 to 30 Jul 2021)
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Sandra Yee Shan Lam
IRN SXL00171
- (716)Appointed representative dealing with clients for which they require qualification (3 Feb 2020 to 25 Sep 2020)
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Sanh Lau
IRN SXL26056
- (950)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (952)CF1 Director (AR) (since 18 Dec 2019)
- (951)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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First Finance Advice Ltd
FRN 563794 · Appointed 2 Sep 2011
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RH Finance Ltd
FRN 560265 · Appointed 3 Aug 2011
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Prestige Financial Solutions (Holdings) Ltd
FRN 556375 · Appointed 19 Jul 2011
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NRG Mortgages Ltd
FRN 472709 · Appointed 24 Jun 2011
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David Tonge
FRN 176246 · Appointed 17 May 2011
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Paul McDaid
FRN 200871 · Appointed 16 May 2011
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Anthony Grant Grevatt
FRN 405158 · Appointed 16 May 2011
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Summit Finance (UK) Ltd
FRN 504624 · Appointed 10 May 2011
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True Financial Solutions Ltd
FRN 550168 · Appointed 9 May 2011
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PAS Financial & Mortgage Solutions Ltd
FRN 422342 · Appointed 18 Apr 2011
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