Date authorised
1 April 2013
Companies House
02217569
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Parkside
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +4403303030237
  • Complaints Contact

    3700
    Birmingham Business Park
    Parkside
    Birmingham
    West Midlands
    B37 7YT
    UNITED 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
    • · 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · 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
    • · 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.

  • Kathleen Flanders

    IRN KXF01149

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Oct 2021)
    • CF1 Director (AR) (1 Jan 2006 to 13 May 2022)
  • Kathrine Rosemary McTernan

    IRN KXM00169

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 9 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Kathryn Lane

    IRN KXL00076

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Kathryn Pegg

    IRN KXP00097

    • Appointed representative dealing with clients for which they require qualification (7 Jan 2020 to 11 May 2020)
  • Katie Elizabeth Brown

    IRN KEM01067

    • Appointed representative dealing with clients for which they require qualification (11 Jun 2021 to 23 Jan 2025)
  • Katie Holland

    IRN KXH00265

    • Appointed representative dealing with clients for which they require qualification (20 Sep 2021 to 15 Aug 2024)
  • Katie Louise Clarke

    IRN KXC00512

    • [FCA CF] Significant management (since 6 Jan 2026)
  • Katie Mills

    IRN KXM00888

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 13 Feb 2026)
  • Katie Purcell

    IRN KXP09421

    • Appointed representative dealing with clients for which they require qualification (7 Jan 2021 to 8 Oct 2022)
    • CF1 Director (AR) (11 Nov 2020 to 15 Dec 2020)
  • Katrina Olivia Peers Turzynski

    IRN KXT00080

    • Appointed representative dealing with clients for which they require qualification (1 Aug 2022 to 29 Feb 2024)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Julia Greatorex (no longer appointed)

    FRN 522287 · Appointed 15 Apr 2010 · Until 14 Jun 2011

  • The Works Mortgages Ltd (no longer appointed)

    FRN 522288 · Appointed 15 Apr 2010 · Until 1 Jan 2013

  • Darren Cunliffe (no longer appointed)

    FRN 522083 · Appointed 13 Apr 2010 · Until 25 Nov 2010

  • www UK Investments Ltd (no longer appointed)

    FRN 522025 · Appointed 12 Apr 2010 · Until 2 Feb 2012

  • Minay Raithatha (no longer appointed)

    FRN 521103 · Appointed 24 Mar 2010 · Until 5 Feb 2016

  • Pareto Mortgages Ltd (no longer appointed)

    FRN 489437 · Appointed 23 Mar 2010 · Until 26 Mar 2010

  • Isis Property Limited (no longer appointed)

    FRN 520416 · Appointed 17 Mar 2010 · Until 1 Dec 2011

  • Ian Williams (no longer appointed)

    FRN 520354 · Appointed 16 Mar 2010 · Until 13 Apr 2011

  • Anthony Gregori (no longer appointed)

    FRN 435635 · Appointed 11 Mar 2010 · Until 16 Jul 2010

  • Shabaab Hussain (no longer appointed)

    FRN 518098 · Appointed 17 Feb 2010 · Until 30 Aug 2010

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.