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.

  • Samantha Demuth

    IRN SXD00192

    • Appointed representative dealing with clients for which they require qualification (13 Nov 2020 to 4 Nov 2022)
  • Samantha Howard

    IRN SXH03031

    • [FCA CF] Significant management (since 14 Aug 2025)
  • Samantha Jane Elizabeth Lloyd

    IRN SXL00515

    • Appointed representative dealing with clients for which they require qualification (16 May 2023 to 20 Nov 2023)
  • Samantha Leigh Kear

    IRN SLK01033

    • 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)
    • CF1 Director (AR) (since 21 Jul 2015)
    • CF4 Partner (AR) (25 Nov 2011 to 24 Jun 2015)
  • Samantha Reardon

    IRN SXP72992

    • 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 5 Mar 2025)
  • Samuel David Loving

    IRN SDL01065

    • Appointed representative dealing with clients for which they require qualification (12 Oct 2020 to 30 Nov 2020)
  • Samuel Edward Crooks

    IRN SXC00404

    • 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 12 Sep 2022)
  • Samuel Grant

    IRN SXG00176

    • Appointed representative dealing with clients for which they require qualification (16 Jun 2020 to 3 Jul 2020)
  • Samuel James Thompson

    IRN SXT00321

    • 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 19 Aug 2021)
    • CF1 Director (AR) (19 Apr 2022 to 4 Mar 2024)
  • Samuel Rose

    IRN SXR00007

    • 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 11 Sep 2020)
    • CF1 Director (AR) (since 7 Sep 2020)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.