Date authorised
1 April 2013
Companies House
02217569
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Parkside
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +4403303030237
  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED 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
    • · 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · 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
    • · 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.

  • James Bernard McDonald

    IRN JBM01070

    • CF4 Partner (AR) (4 Oct 2006 to 20 May 2015)
  • James Collin

    IRN JXC00754

    • Appointed representative dealing with clients for which they require qualification (3 Nov 2021 to 31 Oct 2023)
  • James Dale May

    IRN JXM01379

    • Appointed representative dealing with clients for which they require qualification (22 May 2023 to 5 Dec 2023)
  • James Edward Blackler

    IRN JEB01217

    • Appointed representative dealing with clients for which they require qualification (12 Sep 2023 to 1 Jul 2025)
  • James Fleming

    IRN JXF00538

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 16 Aug 2023)
  • James Francis Algar

    IRN JFA01024

    • CF1 Director (AR) (28 Nov 2006 to 6 Nov 2008)
  • James Hartin

    IRN JRH01296

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Oct 2024)
    • CF1 Director (AR) (23 Sep 2015 to 11 Oct 2024)
  • James Homer

    IRN JXH00964

    • Appointed representative dealing with clients for which they require qualification (14 Sep 2022 to 14 Nov 2023)
  • James Hughes

    IRN JXH01312

    • Appointed representative dealing with clients for which they require qualification (19 Mar 2024 to 9 Oct 2024)
  • James Lee Elvin

    IRN JXE00006

    • Appointed representative dealing with clients for which they require qualification (18 May 2022 to 27 Jun 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.