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 Wilce
IRN JXW00508
- (77)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (78)Appointed representative dealing with clients for which they require qualification (since 12 May 2021)
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Jonathan Williams
IRN JXW01062
- (572)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (573)Appointed representative dealing with clients for which they require qualification (since 16 Apr 2024)
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Jonathan Williamson
IRN JXW00208
- (1366)Appointed representative dealing with clients for which they require qualification (10 Aug 2023 to 16 Oct 2023)
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Joniada Zharri
IRN JXZ00104
- (466)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (467)Appointed representative dealing with clients for which they require qualification (since 13 May 2026)
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Jordan Antony Maynard
IRN JXM04263
- (527)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (528)Appointed representative dealing with clients for which they require qualification (since 20 Oct 2025)
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Jordan Willis
IRN JXW00696
- (1265)Appointed representative dealing with clients for which they require qualification (2 May 2024 to 31 Jul 2024)
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Joseph David
IRN JXD00609
- (406)CF1 Director (AR) (14 Jun 2022 to 17 Feb 2023)
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Joseph MacAndrew
IRN JXM02387
- (347)CF1 Director (AR) (23 Nov 2005 to 27 Jul 2007)
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Joseph McDaniel
IRN JXM04304
- (519)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (520)Appointed representative dealing with clients for which they require qualification (since 15 May 2025)
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Joseph Thompson
IRN JXT00151
- (809)Appointed representative dealing with clients for which they require qualification (11 Sep 2020 to 10 Mar 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Allnutt Parker Financial Services Ltd (no longer appointed)
FRN 411602 · Appointed 31 Oct 2004 · Until 17 Dec 2008
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Marketplace Mortgages (2003) Limited (no longer appointed)
FRN 411604 · Appointed 31 Oct 2004 · Until 8 Mar 2005
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Urban Mortgage Solutions Ltd (no longer appointed)
FRN 412343 · Appointed 31 Oct 2004 · Until 3 Feb 2010
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CS Mortgage Services Ltd (no longer appointed)
FRN 412023 · Appointed 31 Oct 2004 · Until 1 Apr 2014
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Roy Donnelly Mortgages Services Ltd (no longer appointed)
FRN 412021 · Appointed 31 Oct 2004 · Until 18 Jul 2018
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Rock Financial Planning (no longer appointed)
FRN 412020 · Appointed 31 Oct 2004 · Until 22 Sep 2008
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