Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
3700ParksideBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +4403303030237
-
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.
-
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 Hide limitations
- · 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
-
Credit Brokering
-
Debt Advice
Show 1 limitation Hide limitations
- · 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 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.
-
Peter William Whimster
IRN PWW01048
- (444)CF1 Director (AR) (5 Dec 2005 to 12 Sep 2007)
-
Philip Anthony Scholes
IRN PAS01286
- (376)CF1 Director (AR) (23 Jan 2007 to 28 Nov 2008)
-
Philip David Moynihan
IRN PDM01152
- (273)CF1 Director (AR) (22 Apr 2008 to 11 Oct 2010)
-
Philip Dubberley
IRN PJD01209
- (1258)CF1 Director (AR) (4 Nov 2005 to 22 Jun 2012)
-
Philip Gamblin
IRN PXG00144
- (1319)Appointed representative dealing with clients for which they require qualification (24 Feb 2021 to 15 Dec 2021)
-
Philip James Clarkson
IRN PJC01349
- (533)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2024)
- (534)CF1 Director (AR) (27 May 2011 to 10 Jan 2024)
-
Philip James Lightfoot
IRN PJL01185
- (379)CF1 Director (AR) (6 Jun 2006 to 21 Jul 2008)
-
Philip Moses
IRN PXM00209
- (200)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (201)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
-
Philip Storey
IRN PXS00469
- (1129)Appointed representative dealing with clients for which they require qualification (6 Jan 2022 to 26 Sep 2023)
-
Phillip Charles Nathaniel Silk-Neilsen
IRN PXS00212
- (803)Appointed representative dealing with clients for which they require qualification (10 Mar 2022 to 30 Mar 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (510)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (509)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (508)[FCA CF] Significant management
-
controlled function added: (507)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (506)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (505)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (1453)CF4 Partner (AR)
-
controlled function added: (504)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
-
controlled function added: (503)Appointed representative dealing with clients for which they require qualification
-
controlled function added: (502)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose