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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Sonia Featherstone
IRN SXF00128
- (700)Appointed representative dealing with clients for which they require qualification (1 Feb 2021 to 10 Jul 2024)
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Sonia Malik
IRN SXM02339
- (237)CF1 Director (AR) (8 Jul 2008 to 20 Feb 2009)
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Sonia Romeo Dsouza
IRN SXD00793
- (1017)Appointed representative dealing with clients for which they require qualification (2 May 2024 to 30 Jan 2026)
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Sophia Austin
IRN SXA00194
- (1206)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Nov 2024)
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Sophie Humphrey
IRN SXH00281
- (207)Appointed representative dealing with clients for which they require qualification (12 Dec 2019 to 1 Jul 2020)
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Sophie Lowndes-Toole
IRN SXL00168
- (1381)Appointed representative dealing with clients for which they require qualification (10 Jul 2020 to 27 Nov 2023)
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Sophie Roe
IRN SXR00195
- (250)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (251)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Sophie Wood
IRN SXT45388
- (883)Appointed representative dealing with clients for which they require qualification (10 Dec 2024 to 7 Feb 2025)
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Spencer John Berry
IRN SJB01435
- (66)CF1 Director (AR) (31 Oct 2004 to 28 Jul 2005)
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Stacey Anne Jones
IRN SAJ01088
- (562)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Jul 2023)
- (563)CF1 Director (AR) (13 Nov 2006 to 15 Sep 2009)
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