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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Suraj Parkash
IRN SXP00464
- (632)Appointed representative dealing with clients for which they require qualification (12 Mar 2024 to 10 Sep 2024)
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Susan Betty Hayward
IRN SBH01047
- (212)CF4 Partner (AR) (25 May 2011 to 31 Oct 2011)
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Susan Brice
IRN SXB02341
- (758)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (759)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (760)CF1 Director (AR) (since 22 Jan 2018)
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Susan Fleur Parry
IRN SXP00015
- (1034)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1036)CF1 Director (AR) (since 7 Jan 2025)
- (1035)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Susan Isobel Millen
IRN SIM01022
- (57)CF1 Director (AR) (5 Jan 2006 to 19 Jan 2007)
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Susan Tranter
IRN SXT01246
- (9)CF1 Director (AR) (14 Feb 2007 to 16 Sep 2009)
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Susannah Stuart
IRN SEB01113
- (92)Appointed representative dealing with clients for which they require qualification (6 Oct 2020 to 14 Jan 2021)
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Suzanne Forster
IRN SXF01333
- (330)CF2 Non Executive Director (AR) (4 Nov 2005 to 1 Jul 2009)
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Syed Faraz Saeed
IRN SXS01530
- (1047)Appointed representative dealing with clients for which they require qualification (26 Jun 2023 to 25 Oct 2023)
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Sylvana Giselle Young
IRN SGY01005
- (351)CF1 Director (AR) (12 Mar 2009 to 10 Oct 2014)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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HD Financial Ltd
FRN 517064 · Appointed 29 Jan 2010
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Signature Mortgages and Protection Limited
FRN 516420 · Appointed 18 Jan 2010
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East Riding Finance Ltd
FRN 514111 · Appointed 7 Dec 2009
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Daniel Bailey
FRN 511132 · Appointed 26 Oct 2009
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Veratinum Financial Ltd
FRN 479193 · Appointed 22 Jul 2009
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Michael John Latham
FRN 503622 · Appointed 14 Jul 2009
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Bassetts Financial Consultants Limited
FRN 503304 · Appointed 7 Jul 2009
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Benjamin Wakeman
FRN 502312 · Appointed 12 Jun 2009
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Gareth Damien Jones
FRN 501938 · Appointed 3 Jun 2009
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Royle Mortgage Solutions Ltd
FRN 501548 · Appointed 22 May 2009
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (510)Appointed representative dealing with clients for which they require qualification
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controlled function added: (509)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (508)[FCA CF] Significant management
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controlled function added: (507)Appointed representative dealing with clients for which they require qualification
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controlled function added: (506)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (505)Appointed representative dealing with clients for which they require qualification
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controlled function added: (1453)CF4 Partner (AR)
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controlled function added: (504)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (503)Appointed representative dealing with clients for which they require qualification
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controlled function added: (502)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose