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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Steven Barron
IRN SXB02829
- (502)Appointed representative dealing with clients for which they require qualification (4 Aug 2020 to 23 Jan 2025)
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Steven Duck
IRN SXD00307
- (1168)Appointed representative dealing with clients for which they require qualification (30 May 2023 to 1 Feb 2024)
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Steven Ellsmoor
IRN SXE00291
- (1382)Appointed representative dealing with clients for which they require qualification (16 May 2024 to 26 Feb 2025)
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Steven Gareth Dadge
IRN SGD01047
- (349)CF1 Director (AR) (17 Jan 2007 to 15 Jun 2007)
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Steven John McKernan
IRN SXM00226
- (930)Appointed representative dealing with clients for which they require qualification (26 Aug 2020 to 24 Jul 2024)
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Steven John Power
IRN SJP00047
- (448)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (449)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Steven John Randall
IRN SJR00103
- (910)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (912)CF1 Director (AR) (since 27 May 2022)
- (911)Appointed representative dealing with clients for which they require qualification (since 25 Mar 2021)
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Steven Jones
IRN SXJ00130
- (693)Appointed representative dealing with clients for which they require qualification (6 Feb 2023 to 5 Sep 2023)
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Steven Kelsall
IRN SXK00166
- (797)Appointed representative dealing with clients for which they require qualification (21 Dec 2020 to 28 Feb 2024)
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Steven Lloyd
IRN SXL00169
- (11)Appointed representative dealing with clients for which they require qualification (28 Feb 2020 to 1 Jul 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Logical Mortgages Ltd
FRN 943360 · Appointed 20 Jan 2021
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Twin Pine Mortgages Ltd
FRN 943372 · Appointed 20 Jan 2021
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McTernan Financial Limited
FRN 942976 · Appointed 14 Jan 2021
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Tranquillity Financial Services Ltd
FRN 935626 · Appointed 6 Oct 2020
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Chagnon Financial Ltd
FRN 935439 · Appointed 2 Oct 2020
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Link Mortgage Ltd
FRN 934384 · Appointed 17 Sep 2020
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Kelly Scott Ltd
FRN 934152 · Appointed 15 Sep 2020
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Bespoke Home Finance Ltd
FRN 932783 · Appointed 25 Aug 2020
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TR Financial Ltd
FRN 932680 · Appointed 24 Aug 2020
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Albion Forest Limited
FRN 931940 · Appointed 13 Aug 2020
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (1110)SMF18 Other Overall Responsibility
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controlled function added: (1109)Responsible for Insurance Distribution
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controlled function added: (1108)Responsibility for MCD Intermediation
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controlled function added: (1107)SMF2 Chief Finance
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controlled function added: (1106)SMF9 Chair of the Governing Body
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controlled function added: (1105)SMF10 Chair of the Risk Committee
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controlled function added: (1104)SMF11 Chair of the Audit Committee
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controlled function added: (1103)SMF5 Head of Internal Audit
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controlled function added: (1102)SMF24 Chief Operations
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controlled function added: (1101)CF1 Director (AR)