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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Karen Margaret Elkins
IRN KME01021
- (773)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (775)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (774)CF4 Partner (AR) (since 29 Aug 2008)
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Karen Silver
IRN KXS34408
- (885)Appointed representative dealing with clients for which they require qualification (22 Jun 2021 to 3 May 2022)
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Karen Young
IRN KXY01070
- (229)CF1 Director (AR) (6 Mar 2009 to 24 Apr 2014)
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Karl Albert Smith
IRN KAS00038
- (419)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (420)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Karl Asbury
IRN KXA01284
- (304)CF1 Director (AR) (17 Sep 2007 to 16 Sep 2009)
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Karl Beacham
IRN KXB00649
- (985)Appointed representative dealing with clients for which they require qualification (20 Jan 2025 to 20 Jun 2025)
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Kashif Anwar Dean
IRN KAD01054
- (530)CF1 Director (AR) (5 Feb 2019 to 19 Aug 2019)
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Kashif Hussain Rashid
IRN KHR01008
- (554)Appointed representative dealing with clients for which they require qualification (23 Jan 2024 to 30 Sep 2024)
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Katarzyna Barbara Ostler
IRN OXK01173
- (480)Appointed representative dealing with clients for which they require qualification (15 May 2020 to 31 Jan 2023)
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Kate Elizabeth Ashton
IRN KER01023
- (524)[FCA CF] Significant management (21 May 2024 to 17 Nov 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Mortgages & Money Management Limited (no longer appointed)
FRN 406963 · Appointed 14 Sep 2005 · Until 22 Jun 2006
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Mortgage Advisory Services (no longer appointed)
FRN 439145 · Appointed 12 Sep 2005 · Until 13 Nov 2007
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Crescent Mortgage Services (no longer appointed)
FRN 438846 · Appointed 2 Sep 2005 · Until 15 Dec 2009
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Bill Welsby The Mortgage Shop (no longer appointed)
FRN 413206 · Appointed 1 Sep 2005 · Until 1 Jul 2009
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MSL Independent Financial Advisers Ltd (no longer appointed)
FRN 438102 · Appointed 22 Aug 2005 · Until 7 Nov 2006
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Regency Mortgage Bureau Ltd (no longer appointed)
FRN 437867 · Appointed 18 Aug 2005 · Until 17 Aug 2010
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (481)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (480)Appointed representative dealing with clients for which they require qualification
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controlled function added: (479)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (478)Appointed representative dealing with clients for which they require qualification
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controlled function added: (477)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (476)Appointed representative dealing with clients for which they require qualification
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controlled function added: (475)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (474)Appointed representative dealing with clients for which they require qualification
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controlled function added: (473)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (472)Appointed representative dealing with clients for which they require qualification