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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Shannon Marie Everill
IRN SXE00134
- (646)Appointed representative dealing with clients for which they require qualification (10 Jan 2023 to 9 Jan 2024)
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Sharanjeet Singh
IRN SXS05319
- (1011)Appointed representative dealing with clients for which they require qualification (7 Jun 2024 to 10 Oct 2025)
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Sharanjit Kaur Uppal
IRN SXU00013
- (274)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (275)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Sharif Islam
IRN SXI00099
- (626)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (627)Appointed representative dealing with clients for which they require qualification (since 16 Apr 2026)
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Sharon Alison Haines
IRN SAH01170
- (114)CF1 Director (AR) (22 Dec 2006 to 15 Dec 2009)
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Sharon Ann Williamson
IRN SAW01180
- (94)CF1 Director (AR) (31 Oct 2004 to 29 May 2008)
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Sharon Cope
IRN SXC00907
- (1081)Appointed representative dealing with clients for which they require qualification (25 Oct 2022 to 5 Oct 2023)
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Sharon Dawn O'Connor
IRN SDO01017
- (355)CF1 Director (AR) (30 Apr 2007 to 11 Sep 2008)
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Sharon Holloway
IRN SXH01781
- (390)CF2 Non Executive Director (AR) (7 Jun 2006 to 26 Nov 2007)
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Sharon Malone
IRN SXM49110
- (882)Appointed representative dealing with clients for which they require qualification (12 Jun 2024 to 10 Sep 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Cream Marketing Solutions Ltd (no longer appointed)
FRN 911800 · Appointed 30 Jul 2019 · Until 16 Nov 2022
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Kentfield Private Finance Limited (no longer appointed)
FRN 846128 · Appointed 18 Jul 2019 · Until 22 Apr 2026
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Blue Door Financial Solutions Limited (no longer appointed)
FRN 828581 · Appointed 13 Dec 2018 · Until 8 Oct 2022
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