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.

  • Stacey Louise Hotson

    IRN SXH01066

    • (1039)Appointed representative dealing with clients for which they require qualification (2 Oct 2023 to 5 Aug 2024)
  • Stefan Paul Stone

    IRN SPS01099

    • (845)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (846)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (847)CF1 Director (AR) (since 28 Jan 2010)
    • (1225)CF4 Partner (AR) (12 Nov 2004 to 27 Jan 2010)
  • Stephanie Hayes

    IRN SXH01311

    • (537)[FCA CF] Significant management (since 15 Jan 2025)
  • Stephanie Jones

    IRN SXJ00100

    • (1162)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2022)
  • Stephen Andrew Cooke

    IRN SAC01226

    • (277)CF1 Director (4 Jan 2011 to 19 Dec 2014)
    • (276)CF1 Director (AR) (24 Nov 2010 to 19 Dec 2014)
  • Stephen Anthony Ellis

    IRN SAE01050

    • (374)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (375)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Stephen Anthony Gormley

    IRN SAG00031

    • (930)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (931)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (932)CF1 Director (AR) (since 21 Sep 2018)
  • Stephen Charles Chadwick

    IRN SCC01083

    • (913)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (914)Appointed representative dealing with clients for which they require qualification (since 27 Jul 2020)
    • (915)CF1 Director (AR) (since 9 Apr 2020)
  • Stephen Charles Rackett

    IRN SCR01071

    • (348)CF1 Director (AR) (4 Dec 2006 to 18 Oct 2012)
  • Stephen Christopher Humphrey

    IRN SXH00154

    • (1388)Appointed representative dealing with clients for which they require qualification (6 Aug 2021 to 7 Oct 2021)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

  1. controlled function added: (510)Appointed representative dealing with clients for which they require qualification

  2. controlled function added: (509)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  3. controlled function added: (508)[FCA CF] Significant management

  4. controlled function added: (507)Appointed representative dealing with clients for which they require qualification

  5. controlled function added: (506)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  6. controlled function added: (505)Appointed representative dealing with clients for which they require qualification

  7. controlled function added: (1453)CF4 Partner (AR)

  8. controlled function added: (504)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  9. controlled function added: (503)Appointed representative dealing with clients for which they require qualification

  10. controlled function added: (502)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose