Date authorised
1 April 2013
Companies House
02217569
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Parkside
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +4403303030237
  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +4401217671139

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · 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.

  • Debra Gardner

    IRN DXG00569

    • [FCA CF] Manager of certification employee (since 4 Sep 2024)
  • Demetrios Kyriacou

    IRN DXK00086

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Apr 2023)
  • Denise Rebecca Williams

    IRN DRW01146

    • CF1 Director (AR) (28 Apr 2008 to 12 May 2010)
  • Derek Jones

    IRN DXJ01321

    • CF1 Director (AR) (14 Jul 2011 to 6 Aug 2012)
  • Derek Joseph Welsby

    IRN DJW01296

    • CF1 Director (AR) (27 Mar 2009 to 20 Dec 2010)
  • Dermot Thomas Whelan

    IRN DTW00002

    • CF4 Partner (AR) (17 Jun 2009 to 18 Aug 2010)
  • Devaunshi Kamat

    IRN DXK01344

    • CF1 Director (AR) (8 Sep 2008 to 16 Jul 2009)
  • Diana Bayfield

    IRN DXB21955

    • CF1 Director (AR) (15 Oct 2019 to 29 Oct 2025)
  • Diane Marie Bernard

    IRN DMB31108

    • Appointed representative dealing with clients for which they require qualification (2 Jun 2021 to 23 Jan 2025)
  • Diane Steventon

    IRN DXS00248

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 5 Dec 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.