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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Rowena Bonham
IRN RXT00243
- (1128)Appointed representative dealing with clients for which they require qualification (21 Feb 2022 to 10 Aug 2022)
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Roy Donnelly
IRN RXD01309
- (157)CF1 Director (AR) (31 Oct 2004 to 29 Nov 2016)
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Rufia Choudhury
IRN RXC01578
- (26)CF1 Director (AR) (4 Jul 2005 to 25 Nov 2008)
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Rupert Irvine Child
IRN RIC01034
- (595)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jun 2020)
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Rupert Sebastian Banks
IRN RSB01178
- (1281)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Nov 2022)
- (1282)CF1 Director (AR) (4 Jan 2017 to 28 Nov 2022)
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Russell Hastie
IRN RXH78063
- (869)Appointed representative dealing with clients for which they require qualification (5 May 2020 to 1 Aug 2022)
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Russell Hugh Cohen
IRN RHC01044
- (580)CF1 Director (AR) (1 Jan 2006 to 24 Nov 2006)
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Russell William Ellis
IRN RXE00078
- (91)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (92)Appointed representative dealing with clients for which they require qualification (since 31 Oct 2024)
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Ryan Abbotts
IRN RXA00174
- (648)Appointed representative dealing with clients for which they require qualification (22 Dec 2021 to 30 Apr 2022)
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Ryan Hollywood
IRN RXH00512
- (1106)Appointed representative dealing with clients for which they require qualification (22 Apr 2022 to 24 Jan 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Greywood Financial Ltd
FRN 932346 · Appointed 3 Feb 2023
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The Financial Hub Ltd
FRN 985919 · Appointed 25 Oct 2022
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Win Financial Ltd
FRN 977457 · Appointed 15 Jun 2022
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Swan Mortgages Ltd
FRN 970367 · Appointed 21 Feb 2022
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KAG Financial Ltd
FRN 968009 · Appointed 19 Jan 2022
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The Mortgage Maestro (Yorkshire) Ltd
FRN 963271 · Appointed 3 Nov 2021
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Christine Winslade
FRN 959872 · Appointed 7 Oct 2021
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Monopoly Mortgages Limited
FRN 957587 · Appointed 27 Aug 2021
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Tunley Financial Ltd
FRN 955594 · Appointed 26 Jul 2021
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Gemstone Mortgages Limited
FRN 744016 · Appointed 23 Jul 2021
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)