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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Jonathan Cabble
IRN JXC00364
- (1096)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1098)CF1 Director (AR) (since 14 Nov 2021)
- (1097)Appointed representative dealing with clients for which they require qualification (since 20 Jul 2020)
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Jonathan Fowler
IRN JXF00143
- (1295)Appointed representative dealing with clients for which they require qualification (11 Dec 2020 to 14 Mar 2021)
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Jonathan Malcolm Timmis
IRN JMT01142
- (19)CF1 Director (AR) (22 Sep 2005 to 22 Jun 2006)
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Jonathan Nicholas Lightfoot
IRN JNL00002
- (1188)CF4 Partner (AR) (4 Oct 2006 to 20 May 2015)
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Jonathan Pearson Round
IRN JPR01117
- (1451)Director of firm who is not a certification employee or a SMF manager (1 Mar 2024 to 28 Feb 2026)
- (1448)SMF3 Executive Director (9 Dec 2019 to 23 Feb 2024)
- (1449)SMF1 Chief Executive (9 Dec 2019 to 23 Feb 2024)
- (1447)Responsible for Insurance Distribution (1 Oct 2018 to 8 Feb 2019)
- (1445)Responsibility for MCD Intermediation (21 Mar 2016 to 8 Feb 2019)
- (1450)CF3 Chief Executive (6 Mar 2015 to 8 Dec 2019)
- (1446)Responsible for Insurance Mediation (5 Apr 2013 to 30 Sep 2018)
- (1452)CF1 Director (24 Mar 2011 to 8 Dec 2019)
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Jonathan Pratt
IRN JXP00537
- (601)Appointed representative dealing with clients for which they require qualification (16 Sep 2021 to 16 Nov 2021)
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Jonathan Richard Evans
IRN JXE17733
- (1368)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Apr 2026)
- (1369)CF1 Director (AR) (31 Jul 2019 to 22 Apr 2026)
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Jonathan Richard Howson
IRN JXH01832
- (1000)Appointed representative dealing with clients for which they require qualification (19 Sep 2024 to 10 Jan 2025)
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Jonathan Scarlett
IRN JXS02151
- (5)CF1 Director (AR) (12 May 2006 to 8 Apr 2011)
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Jonathan Warren Scholes
IRN JWS01124
- (307)CF4 Partner (AR) (4 Feb 2008 to 23 Jul 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Independent Property Finance (no longer appointed)
FRN 434678 · Appointed 27 Jun 2005 · Until 20 Apr 2009
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Impartial Mortgages Ltd (no longer appointed)
FRN 434582 · Appointed 23 Jun 2005 · Until 15 Sep 2009
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Manfield Mortgage Services Ltd (no longer appointed)
FRN 433310 · Appointed 31 May 2005 · Until 16 Aug 2010
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Freelance Finance Limited (no longer appointed)
FRN 414179 · Appointed 26 May 2005 · Until 21 Nov 2008
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Capital Asset Consulting Ltd (no longer appointed)
FRN 432369 · Appointed 9 May 2005 · Until 16 Dec 2009
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