Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
3700ParksideBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +4403303030237
-
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.
-
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 Hide limitations
- · 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
-
Credit Brokering
-
Debt Advice
Show 1 limitation Hide limitations
- · 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 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.
-
Rowena Bonham
IRN RXT00243
- (1128)Appointed representative dealing with clients for which they require qualification (21 Feb 2022 to 10 Aug 2022)
-
Roy Donnelly
IRN RXD01309
- (157)CF1 Director (AR) (31 Oct 2004 to 29 Nov 2016)
-
Rufia Choudhury
IRN RXC01578
- (26)CF1 Director (AR) (4 Jul 2005 to 25 Nov 2008)
-
Rupert Irvine Child
IRN RIC01034
- (595)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jun 2020)
-
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)
-
Russell Hastie
IRN RXH78063
- (869)Appointed representative dealing with clients for which they require qualification (5 May 2020 to 1 Aug 2022)
-
Russell Hugh Cohen
IRN RHC01044
- (580)CF1 Director (AR) (1 Jan 2006 to 24 Nov 2006)
-
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)
-
Ryan Abbotts
IRN RXA00174
- (648)Appointed representative dealing with clients for which they require qualification (22 Dec 2021 to 30 Apr 2022)
-
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.
-
Priscilla Sarah Grace Shackleton (no longer appointed)
FRN 774888 · Appointed 24 Mar 2017 · Until 28 Nov 2022
-
Your Mortgage Services Ltd (no longer appointed)
FRN 769198 · Appointed 11 Jan 2017 · Until 20 Oct 2020
-
Your Will Writing Solutions Limited (no longer appointed)
FRN 768192 · Appointed 28 Dec 2016 · Until 24 Feb 2021
-
Heatons Financial Services Ltd (no longer appointed)
FRN 763623 · Appointed 3 Nov 2016 · Until 16 Sep 2025
-
Joshua Jacob Equity Release Limited (no longer appointed)
FRN 756964 · Appointed 26 Aug 2016 · Until 28 Sep 2021
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (510)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (509)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (508)[FCA CF] Significant management
-
controlled function added: (507)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (506)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (505)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (1453)CF4 Partner (AR)
-
controlled function added: (504)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (503)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (502)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose