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.

  • Kathleen Flanders

    IRN KXF01149

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Oct 2021)
    • CF1 Director (AR) (1 Jan 2006 to 13 May 2022)
  • Kathrine Rosemary McTernan

    IRN KXM00169

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 9 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Kathryn Lane

    IRN KXL00076

    • 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 9 Dec 2019)
  • Kathryn Pegg

    IRN KXP00097

    • Appointed representative dealing with clients for which they require qualification (7 Jan 2020 to 11 May 2020)
  • Katie Elizabeth Brown

    IRN KEM01067

    • Appointed representative dealing with clients for which they require qualification (11 Jun 2021 to 23 Jan 2025)
  • Katie Holland

    IRN KXH00265

    • Appointed representative dealing with clients for which they require qualification (20 Sep 2021 to 15 Aug 2024)
  • Katie Louise Clarke

    IRN KXC00512

    • [FCA CF] Significant management (since 6 Jan 2026)
  • Katie Mills

    IRN KXM00888

    • 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 13 Feb 2026)
  • Katie Purcell

    IRN KXP09421

    • Appointed representative dealing with clients for which they require qualification (7 Jan 2021 to 8 Oct 2022)
    • CF1 Director (AR) (11 Nov 2020 to 15 Dec 2020)
  • Katrina Olivia Peers Turzynski

    IRN KXT00080

    • Appointed representative dealing with clients for which they require qualification (1 Aug 2022 to 29 Feb 2024)

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.