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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Sally Hall
IRN SXH00280
- (183)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (184)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Salma Oneil
IRN SXO01219
- (204)CF1 Director (AR) (28 Apr 2009 to 31 Mar 2011)
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Sam Edward Daynes
IRN SED01058
- (311)CF1 Director (AR) (10 Feb 2010 to 21 Oct 2010)
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Sam Hamlett
IRN SXH00640
- (610)Appointed representative dealing with clients for which they require qualification (11 Oct 2021 to 26 Nov 2021)
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Samantha Birks
IRN SXB00347
- (1399)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Aug 2020)
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Samantha Cox
IRN SXC00951
- (1064)Appointed representative dealing with clients for which they require qualification (10 Feb 2023 to 21 Aug 2023)
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Samantha Demuth
IRN SXD00192
- (777)Appointed representative dealing with clients for which they require qualification (13 Nov 2020 to 4 Nov 2022)
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Samantha Howard
IRN SXH03031
- (508)[FCA CF] Significant management (since 14 Aug 2025)
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Samantha Jane Elizabeth Lloyd
IRN SXL00515
- (908)Appointed representative dealing with clients for which they require qualification (16 May 2023 to 20 Nov 2023)
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Samantha Leigh Kear
IRN SLK01033
- (710)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (711)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (712)CF1 Director (AR) (since 21 Jul 2015)
- (1327)CF4 Partner (AR) (25 Nov 2011 to 24 Jun 2015)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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