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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Peter William Whimster
IRN PWW01048
- (444)CF1 Director (AR) (5 Dec 2005 to 12 Sep 2007)
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Philip Anthony Scholes
IRN PAS01286
- (376)CF1 Director (AR) (23 Jan 2007 to 28 Nov 2008)
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Philip David Moynihan
IRN PDM01152
- (273)CF1 Director (AR) (22 Apr 2008 to 11 Oct 2010)
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Philip Dubberley
IRN PJD01209
- (1258)CF1 Director (AR) (4 Nov 2005 to 22 Jun 2012)
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Philip Gamblin
IRN PXG00144
- (1319)Appointed representative dealing with clients for which they require qualification (24 Feb 2021 to 15 Dec 2021)
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Philip James Clarkson
IRN PJC01349
- (533)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2024)
- (534)CF1 Director (AR) (27 May 2011 to 10 Jan 2024)
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Philip James Lightfoot
IRN PJL01185
- (379)CF1 Director (AR) (6 Jun 2006 to 21 Jul 2008)
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Philip Moses
IRN PXM00209
- (200)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (201)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Philip Storey
IRN PXS00469
- (1129)Appointed representative dealing with clients for which they require qualification (6 Jan 2022 to 26 Sep 2023)
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Phillip Charles Nathaniel Silk-Neilsen
IRN PXS00212
- (803)Appointed representative dealing with clients for which they require qualification (10 Mar 2022 to 30 Mar 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Thorpe Lincoln Mortgage Consultants Ltd (no longer appointed)
FRN 412065 · Appointed 24 Aug 2009 · Until 20 May 2010
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Boutique Financial Limited (no longer appointed)
FRN 505110 · Appointed 14 Aug 2009 · Until 19 Nov 2024
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Click Mortgage Solutions Ltd (no longer appointed)
FRN 504625 · Appointed 6 Aug 2009 · Until 23 Dec 2009
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)