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.

  • Daniel Richard Mumford

    IRN DRM01123

    • CF1 Director (AR) (since 1 Apr 2005)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Nov 2021)
  • Daniel Robert John Unthank

    IRN DRU01005

    • CF1 Director (AR) (13 Oct 2009 to 8 Jan 2018)
  • Daniel Roger Pitman

    IRN DXP00218

    • 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 13 Apr 2021)
    • CF1 Director (AR) (since 12 Apr 2021)
  • Daniel Smith

    IRN DXS00231

    • 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 10 Mar 2020)
  • Daniel Spencer

    IRN DXS00751

    • Appointed representative dealing with clients for which they require qualification (11 Nov 2022 to 20 Jul 2023)
  • Daniel Stacey

    IRN DXS00300

    • Appointed representative dealing with clients for which they require qualification (19 Jul 2021 to 1 Oct 2021)
  • Daniel Thomas Charles Scullion

    IRN DXS02928

    • 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 25 Oct 2023)
  • Daniel Trasler

    IRN DXT00064

    • 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 9 Dec 2019)
  • Danielle Claire White

    IRN DXW00211

    • 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 2 Aug 2022)
  • Danielle Fradgley

    IRN DXF00023

    • Appointed representative dealing with clients for which they require qualification (5 Sep 2022 to 28 Nov 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.