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.

  • Simon Andrew French

    IRN SXF00168

    • Appointed representative dealing with clients for which they require qualification (2 Jul 2025 to 6 Jan 2026)
  • Simon Bayfield

    IRN SXB03722

    • 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 15 Feb 2018)
  • Simon Blake

    IRN SXB02247

    • Appointed representative dealing with clients for which they require qualification (26 Aug 2020 to 14 Feb 2022)
  • Simon David Embley

    IRN SDE01021

    • CF1 Director (AR) (2 Aug 2022 to 4 Nov 2025)
    • CF1 Director (26 Nov 2010 to 8 May 2014)
  • Simon David Kipling

    IRN SDK01044

    • 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 16 Dec 2009)
  • Simon Durant

    IRN SXD00193

    • Appointed representative dealing with clients for which they require qualification (15 Jan 2021 to 6 Aug 2021)
  • Simon Gary Breakspear

    IRN SGB00010

    • [FCA CF] Significant management (since 14 May 2023)
    • SMF18 Other Overall Responsibility (1 Apr 2021 to 1 Apr 2023)
  • Simon James Patrick Halliday

    IRN SXH01095

    • Appointed representative dealing with clients for which they require qualification (28 Mar 2024 to 23 Jan 2025)
  • Simon Jarman

    IRN SXJ00101

    • 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)
  • Simon Keith Briscoe

    IRN SKB01044

    • 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 Feb 2024)

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.