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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Sarah Lillico
IRN SXL00507
- (1088)Appointed representative dealing with clients for which they require qualification (28 Sep 2022 to 28 Jul 2023)
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Sarah Louise Carter
IRN SXC78107
- (868)Appointed representative dealing with clients for which they require qualification (20 Jul 2022 to 6 Feb 2023)
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Sarah Louise Falkingham
IRN SLF01034
- (381)CF1 Director (AR) (11 Jun 2009 to 19 Aug 2010)
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Sarah Louise Wilson
IRN SLW01088
- (836)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (838)CF1 Director (AR) (since 15 Apr 2026)
- (837)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Sarah Lucy Andrews
IRN SXA00787
- (602)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (603)Appointed representative dealing with clients for which they require qualification (since 23 Jul 2024)
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Sarah Mendez
IRN SXM04549
- (558)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (559)Appointed representative dealing with clients for which they require qualification (since 20 Aug 2024)
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Sarah, Leigh Cooper
IRN SXC00658
- (5)CF1 Director (AR) (since 5 Dec 2021)
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Sasiharan Pathmanathan
IRN SXP00216
- (442)CF1 Director (AR) (8 Feb 2021 to 7 Oct 2023)
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Saskia Maria Hamilton
IRN SXH00963
- (1060)Appointed representative dealing with clients for which they require qualification (29 Mar 2023 to 8 Dec 2023)
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Satnam Singh Panesar
IRN SSP01035
- (1330)CF1 Director (AR) (29 Apr 2013 to 4 Dec 2013)
- (1329)CF4 Partner (AR) (13 Jun 2011 to 29 Apr 2013)
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