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.

  • Samuel Taylor James Gaskell

    IRN SXG00688

    • 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 Jul 2023)
  • Sandi Merwitz

    IRN SXM01504

    • Appointed representative dealing with clients for which they require qualification (21 Jan 2021 to 30 Jul 2021)
  • Sandra Yee Shan Lam

    IRN SXL00171

    • Appointed representative dealing with clients for which they require qualification (3 Feb 2020 to 25 Sep 2020)
  • Sanh Lau

    IRN SXL26056

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 18 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Sanjay Rajnikant Radia

    IRN SRR01060

    • CF1 Director (AR) (8 Feb 2013 to 3 Jun 2013)
  • Sanjoe Kalluvelil

    IRN SXK00304

    • 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 24 Feb 2023)
  • Sara Baxendale

    IRN SXB00831

    • Appointed representative dealing with clients for which they require qualification (18 Jan 2022 to 19 Jan 2022)
  • Sara Lousie Keirle

    IRN SLK01037

    • CF1 Director (AR) (since 6 Mar 2014)
  • Sara Murphy

    IRN SXM00374

    • 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)
  • Sara-May McKinnon

    IRN SXM00376

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Apr 2025)

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.