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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Phillip, Christopher, James Prince
IRN PCP01033
- (325)CF1 Director (AR) (6 Apr 2017 to 30 Apr 2018)
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Phoebe Austin-Hellewell
IRN PXL00098
- (790)Appointed representative dealing with clients for which they require qualification (13 Feb 2020 to 8 Jun 2022)
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Pushkar Patel
IRN PXP00315
- (1143)Appointed representative dealing with clients for which they require qualification (13 Jun 2023 to 12 Dec 2023)
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RAYMOND WILLIAM JOHN RICHMOND
IRN RWR01049
- (510)CF1 Director (AR) (13 Dec 2011 to 14 May 2018)
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Rabeita Kalsi
IRN RXK00081
- (311)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (312)Appointed representative dealing with clients for which they require qualification (since 20 Mar 2023)
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Rachael Alannah Dawson
IRN RXD00139
- (1280)Appointed representative dealing with clients for which they require qualification (3 Aug 2022 to 6 Sep 2022)
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Rachael Leonora Botha
IRN RXB00505
- (613)Appointed representative dealing with clients for which they require qualification (26 May 2021 to 2 Aug 2022)
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Rachael Louise Mullen
IRN RLB01109
- (1)CF1 Director (AR) (since 21 Jan 2026)
- (394)CF1 Director (AR) (25 Jul 2008 to 9 Jun 2014)
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Rachael Louise Stearman
IRN RXS00115
- (839)Appointed representative dealing with clients for which they require qualification (28 Feb 2022 to 12 May 2022)
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Rachel Britch
IRN RXB02088
- (725)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (727)CF1 Director (AR) (since 4 Feb 2022)
- (726)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Alliance Mortgage Network Limited (no longer appointed)
FRN 562929 · Appointed 23 Aug 2011 · Until 16 Aug 2013
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Asset Plus Financial Limited (no longer appointed)
FRN 401699 · Appointed 1 Jun 2011 · Until 22 May 2016
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