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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Rowena Bonham
IRN RXT00243
- (1128)Appointed representative dealing with clients for which they require qualification (21 Feb 2022 to 10 Aug 2022)
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Roy Donnelly
IRN RXD01309
- (157)CF1 Director (AR) (31 Oct 2004 to 29 Nov 2016)
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Rufia Choudhury
IRN RXC01578
- (26)CF1 Director (AR) (4 Jul 2005 to 25 Nov 2008)
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Rupert Irvine Child
IRN RIC01034
- (595)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jun 2020)
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Rupert Sebastian Banks
IRN RSB01178
- (1281)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Nov 2022)
- (1282)CF1 Director (AR) (4 Jan 2017 to 28 Nov 2022)
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Russell Hastie
IRN RXH78063
- (869)Appointed representative dealing with clients for which they require qualification (5 May 2020 to 1 Aug 2022)
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Russell Hugh Cohen
IRN RHC01044
- (580)CF1 Director (AR) (1 Jan 2006 to 24 Nov 2006)
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Russell William Ellis
IRN RXE00078
- (91)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (92)Appointed representative dealing with clients for which they require qualification (since 31 Oct 2024)
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Ryan Abbotts
IRN RXA00174
- (648)Appointed representative dealing with clients for which they require qualification (22 Dec 2021 to 30 Apr 2022)
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Ryan Hollywood
IRN RXH00512
- (1106)Appointed representative dealing with clients for which they require qualification (22 Apr 2022 to 24 Jan 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Act Financial Solutions
FRN 460044 · Appointed 14 Nov 2006
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Clare Cook
FRN 458315 · Appointed 9 Oct 2006
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Kama Financial Solutions Ltd
FRN 457690 · Appointed 26 Sep 2006
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KW Mortgage Services Ltd
FRN 453677 · Appointed 20 Jun 2006
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Lee Edmond Morris
FRN 452410 · Appointed 23 May 2006
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Apple Financial Solutions
FRN 450621 · Appointed 10 Apr 2006
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Douglas Smith Mortgage Services
FRN 414445 · Appointed 1 Mar 2006
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Mortgageneeds.Info. Ltd
FRN 440922 · Appointed 1 Jan 2006
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Ardent Mortgage Solutions
FRN 442820 · Appointed 1 Jan 2006
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M J Financial Solutions Limited
FRN 410577 · Appointed 1 Jan 2006
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