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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Richard Smith
IRN RXS00544
- (604)Appointed representative dealing with clients for which they require qualification (19 Jul 2022 to 10 Sep 2024)
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Richard Stephen Bousfield
IRN RSB00021
- (1277)Appointed representative dealing with clients for which they require qualification (11 Oct 2021 to 6 Dec 2021)
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Richard Stephen Coulson
IRN RXC00092
- (425)CF1 Director (AR) (11 Jun 2020 to 5 Apr 2023)
- (423)SMF3 Executive Director (9 Dec 2019 to 1 Mar 2023)
- (422)Responsible for Insurance Distribution (9 May 2019 to 1 Mar 2023)
- (426)CF1 Director (30 May 2017 to 8 Dec 2019)
- (421)Responsibility for MCD Intermediation (23 Aug 2016 to 1 Mar 2023)
- (424)CF29 Significant management (23 Aug 2016 to 12 Feb 2019)
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Richard Thomas
IRN RXT01608
- (1436)CF1 Director (AR) (8 Aug 2017 to 26 Sep 2019)
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Richard Thomas Davies
IRN RTD00001
- (919)CF4 Partner (AR) (29 Jul 2011 to 12 Jun 2012)
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Richard Vanderpuije
IRN RXV00133
- (553)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (554)Appointed representative dealing with clients for which they require qualification (since 3 Sep 2024)
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Richard Wharram
IRN RJW00042
- (432)CF1 Director (AR) (21 Sep 2005 to 2 Jun 2014)
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Ripa Khanam
IRN RXK01415
- (185)CF1 Director (AR) (1 Jul 2009 to 8 Jun 2010)
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Rishi Khera
IRN RXK00509
- (984)Appointed representative dealing with clients for which they require qualification (3 Feb 2025 to 6 Mar 2025)
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Risto Gojkovic
IRN RXG00626
- (500)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (501)Appointed representative dealing with clients for which they require qualification (since 15 Dec 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (1100)Appointed representative dealing with clients for which they require qualification
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controlled function added: (1099)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (1098)CF1 Director (AR)
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controlled function added: (1097)Appointed representative dealing with clients for which they require qualification
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controlled function added: (1096)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (1095)CF1 Director (AR)
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controlled function added: (1094)Appointed representative dealing with clients for which they require qualification
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controlled function added: (1093)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (1092)CF1 Director (AR)
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controlled function added: (1091)Appointed representative dealing with clients for which they require qualification