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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Suraj Parkash
IRN SXP00464
- (632)Appointed representative dealing with clients for which they require qualification (12 Mar 2024 to 10 Sep 2024)
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Susan Betty Hayward
IRN SBH01047
- (212)CF4 Partner (AR) (25 May 2011 to 31 Oct 2011)
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Susan Brice
IRN SXB02341
- (758)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (759)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (760)CF1 Director (AR) (since 22 Jan 2018)
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Susan Fleur Parry
IRN SXP00015
- (1034)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1036)CF1 Director (AR) (since 7 Jan 2025)
- (1035)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Susan Isobel Millen
IRN SIM01022
- (57)CF1 Director (AR) (5 Jan 2006 to 19 Jan 2007)
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Susan Tranter
IRN SXT01246
- (9)CF1 Director (AR) (14 Feb 2007 to 16 Sep 2009)
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Susannah Stuart
IRN SEB01113
- (92)Appointed representative dealing with clients for which they require qualification (6 Oct 2020 to 14 Jan 2021)
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Suzanne Forster
IRN SXF01333
- (330)CF2 Non Executive Director (AR) (4 Nov 2005 to 1 Jul 2009)
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Syed Faraz Saeed
IRN SXS01530
- (1047)Appointed representative dealing with clients for which they require qualification (26 Jun 2023 to 25 Oct 2023)
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Sylvana Giselle Young
IRN SGY01005
- (351)CF1 Director (AR) (12 Mar 2009 to 10 Oct 2014)
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