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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Robert Payne
IRN RXP86874
- (1060)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1061)Appointed representative dealing with clients for which they require qualification (since 20 Jul 2020)
- (1062)CF1 Director (AR) (since 3 Jul 2020)
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Robert William Killeen
IRN RWK01034
- (1241)CF1 Director (AR) (23 Aug 2006 to 15 Apr 2016)
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Robert William Trimble
IRN RXT00071
- (1010)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1011)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1012)CF1 Director (AR) (since 3 Nov 2005)
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Robin Andrew Fear
IRN RAF00039
- (300)CF1 Director (AR) (10 May 2006 to 14 Sep 2009)
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Robin Jones
IRN RXJ82528
- (855)Appointed representative dealing with clients for which they require qualification (19 Aug 2024 to 24 Jul 2025)
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Robin Stratford
IRN RXS00256
- (260)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (261)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Rodney James Wilcock
IRN RJW00103
- (942)CF1 Director (AR) (7 Jun 2007 to 29 Sep 2007)
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Roger Allen
IRN RXA01363
- (12)CF1 Director (AR) (10 Oct 2005 to 9 Aug 2006)
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Roger McCosh
IRN RXM00242
- (194)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (195)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Roger O'Brien
IRN RXO00034
- (1150)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jan 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Belgravia Private Clients Ltd (no longer appointed)
FRN 610901 · Appointed 28 Nov 2013 · Until 13 Jun 2014
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Complete Financial Solutions (no longer appointed)
FRN 484153 · Appointed 5 Aug 2013 · Until 27 Jul 2015
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