Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
3700ParksideBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +4403303030237
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Complaints Contact
3700Birmingham Business ParkBirminghamWest MidlandsB37 7YTUNITED KINGDOM- Phone
- +4401217671139
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Credit Score Services
Show 1 limitation Hide limitations
- · 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.
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Paul Andrew Smith
IRN PAS01260
- (30)CF1 Director (AR) (24 Jun 2009 to 19 Aug 2010)
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Paul Anthony Gerard Hennessey
IRN PXH01521
- (408)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (409)Appointed representative dealing with clients for which they require qualification (since 15 Apr 2025)
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Paul Anthony Green
IRN PAG01201
- (527)Appointed representative dealing with clients for which they require qualification (13 Jan 2023 to 3 Mar 2023)
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Paul Armstrong
IRN PXA00270
- (566)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (567)Appointed representative dealing with clients for which they require qualification (since 13 Apr 2026)
- (1019)Appointed representative dealing with clients for which they require qualification (25 Mar 2025 to 13 Apr 2026)
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Paul Baggott
IRN PXB00192
- (647)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (649)CF1 Director (AR) (since 27 Sep 2024)
- (648)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Paul Baker
IRN PXB00203
- (133)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (134)Appointed representative dealing with clients for which they require qualification (since 25 Nov 2022)
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Paul Brian Kerrigan
IRN PBK01020
- (180)CF1 Director (AR) (30 Nov 2009 to 13 Aug 2010)
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Paul Cliffe
IRN PXC02093
- (1154)CF1 Director (AR) (13 Dec 2013 to 13 Jun 2014)
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Paul David Blyth
IRN PDB00044
- (913)CF1 Director (AR) (15 Feb 2006 to 18 Apr 2006)
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Paul Douglas Underwood
IRN PDU01006
- (1442)SMF4 Chief Risk (14 May 2020 to 6 Nov 2020)
- (1443)CF29 Significant management (8 Nov 2019 to 8 Dec 2019)
- (1444)CF10 Compliance Oversight (8 Nov 2019 to 8 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Jane Christina Bannatyne (no longer appointed)
FRN 507396 · Appointed 24 Sep 2009 · Until 28 May 2013
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Prime Financial & Mortgages Ltd (no longer appointed)
FRN 507234 · Appointed 22 Sep 2009 · Until 30 Jun 2015
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Ian William David Mcdougall (no longer appointed)
FRN 507121 · Appointed 18 Sep 2009 · Until 13 Aug 2010
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Mortgage Advice & Insurance Centre (Kettering) Ltd (no longer appointed)
FRN 505630 · Appointed 25 Aug 2009 · Until 13 Dec 2011
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (510)Appointed representative dealing with clients for which they require qualification
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controlled function added: (509)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (508)[FCA CF] Significant management
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controlled function added: (507)Appointed representative dealing with clients for which they require qualification
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controlled function added: (506)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (505)Appointed representative dealing with clients for which they require qualification
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controlled function added: (1453)CF4 Partner (AR)
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controlled function added: (504)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (503)Appointed representative dealing with clients for which they require qualification
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controlled function added: (502)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose