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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Simon Paul Smith
IRN SPS00013
- (16)CF1 Director (AR) (since 11 Aug 2008)
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Simon Paul Warren
IRN SPW01145
- (404)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Sep 2021)
- (405)CF1 Director (AR) (31 Aug 2016 to 21 Sep 2021)
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Simon Reeves
IRN SXR00028
- (293)CF1 Director (AR) (1 Jan 2006 to 13 Aug 2010)
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Simon Robert Hendy
IRN SRH01160
- (514)CF1 Director (AR) (23 Dec 2010 to 1 Mar 2013)
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Simon Thomas Crack
IRN STC01052
- (501)CF4 Partner (AR) (18 Jul 2014 to 29 May 2018)
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Simon Williams
IRN SXW00076
- (959)Appointed representative dealing with clients for which they require qualification (28 Oct 2025 to 6 Mar 2026)
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Simran Hundal
IRN SXH00914
- (614)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (615)Appointed representative dealing with clients for which they require qualification (since 23 Dec 2022)
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Siobhan Siobhan Kellett
IRN SXK00785
- (568)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (569)Appointed representative dealing with clients for which they require qualification (since 31 Mar 2025)
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Sohaib Hamid
IRN SXH02954
- (359)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (360)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Sohail Nawaz
IRN SXN00226
- (1108)Appointed representative dealing with clients for which they require qualification (20 May 2022 to 1 Feb 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Pardner Financial
FRN 480871 · Appointed 31 Mar 2008
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E-First Finance
FRN 480739 · Appointed 25 Mar 2008
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Sajjad Mahmood
FRN 479810 · Appointed 3 Mar 2008
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Templar Mortgage Services Ltd
FRN 479623 · Appointed 27 Feb 2008
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LT Mortgages Ltd
FRN 479584 · Appointed 26 Feb 2008
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Elkins Mortgage Services
FRN 475077 · Appointed 12 Nov 2007
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Andrews Financial Ltd
FRN 473903 · Appointed 16 Oct 2007
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Phoenix Whitstable Limited
FRN 467348 · Appointed 1 May 2007
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Juliet Wood
FRN 466990 · Appointed 23 Apr 2007
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Dezrez Mortgages Ltd
FRN 464982 · Appointed 8 Mar 2007
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