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.
-
Stephen Peter Titone
IRN SXT00149
- (730)Appointed representative dealing with clients for which they require qualification (1 Sep 2020 to 16 Oct 2020)
-
Stephen Prior
IRN SXP01695
- (284)CF1 Director (AR) (21 Jan 2008 to 25 Feb 2010)
-
Stephen Ronald Cazot
IRN SRC01099
- (401)CF1 Director (AR) (16 Mar 2011 to 6 Apr 2020)
-
Stephen Sherrett
IRN SXS01849
- (132)CF1 Director (AR) (8 Feb 2008 to 23 Sep 2013)
-
Stephen Whittaker
IRN SXW00215
- (821)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2020)
-
Stephen William Haggerty
IRN SWH01048
- (584)CF1 Director (22 Feb 2007 to 26 Feb 2008)
- (583)CF2 Non Executive Director (30 Jan 2006 to 22 Feb 2007)
-
Stephen William James Webb
IRN SXW00287
- (688)Appointed representative dealing with clients for which they require qualification (3 Aug 2022 to 5 Sep 2022)
-
Stephen Wilson
IRN SXW00627
- (634)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (635)Appointed representative dealing with clients for which they require qualification (since 30 Jan 2024)
- (1111)Appointed representative dealing with clients for which they require qualification (27 Jun 2022 to 2 Sep 2022)
-
Steve Charnock
IRN SXC01745
- (1467)CF1 Director (AR) (31 Oct 2005 to 22 Oct 2009)
-
Steven Asa Sanderson
IRN SXS00337
- (704)Appointed representative dealing with clients for which they require qualification (21 Apr 2023 to 18 Mar 2024)
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