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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Stephen Peter Titone
IRN SXT00149
- (730)Appointed representative dealing with clients for which they require qualification (1 Sep 2020 to 16 Oct 2020)
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Stephen Prior
IRN SXP01695
- (284)CF1 Director (AR) (21 Jan 2008 to 25 Feb 2010)
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Stephen Ronald Cazot
IRN SRC01099
- (401)CF1 Director (AR) (16 Mar 2011 to 6 Apr 2020)
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Stephen Sherrett
IRN SXS01849
- (132)CF1 Director (AR) (8 Feb 2008 to 23 Sep 2013)
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Stephen Whittaker
IRN SXW00215
- (821)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2020)
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Stephen William Haggerty
IRN SWH01048
- (584)CF1 Director (22 Feb 2007 to 26 Feb 2008)
- (583)CF2 Non Executive Director (30 Jan 2006 to 22 Feb 2007)
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Stephen William James Webb
IRN SXW00287
- (688)Appointed representative dealing with clients for which they require qualification (3 Aug 2022 to 5 Sep 2022)
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Stephen Wilson
IRN SXW00627
- (634)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (635)Appointed representative dealing with clients for which they require qualification (since 30 Jan 2024)
- (1111)Appointed representative dealing with clients for which they require qualification (27 Jun 2022 to 2 Sep 2022)
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Steve Charnock
IRN SXC01745
- (1467)CF1 Director (AR) (31 Oct 2005 to 22 Oct 2009)
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Steven Asa Sanderson
IRN SXS00337
- (704)Appointed representative dealing with clients for which they require qualification (21 Apr 2023 to 18 Mar 2024)
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