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.

  • Jennifer Lynne Yates

    IRN JLY01006

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jul 2025)
    • CF1 Director (AR) (12 May 2017 to 24 Jul 2025)
  • Jennifer Rose Marie Poole

    IRN JXP00604

    • CF1 Director (AR) (since 28 Mar 2022)
  • Jeremy Atkin

    IRN JXA00718

    • 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 23 Jan 2025)
  • Jeremy Paul Gibson

    IRN JPG01076

    • CF1 Director (AR) (since 2 Sep 2024)
  • Jeremy Robin Wood

    IRN JRW01145

    • SMF10 Chair of the Risk Committee (29 Jun 2021 to 1 Jan 2022)
  • Jerome Fick

    IRN JXF00142

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Feb 2024)
  • Jesse Gillham-Faulkner

    IRN JXG00304

    • Appointed representative dealing with clients for which they require qualification (15 Jun 2022 to 15 Dec 2022)
  • Jessica Anne Burton

    IRN JXB00748

    • 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 10 Jul 2021)
  • Jessica Kristina Laud

    IRN JXL00409

    • 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 26 Jul 2024)
    • Appointed representative dealing with clients for which they require qualification (3 Sep 2021 to 15 Jul 2024)
  • Jessica Phillips

    IRN JXP02646

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Oct 2021)
    • CF1 Director (AR) (13 Aug 2018 to 28 Jan 2021)

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.