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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Matthew Ian Mander
IRN MXM00399
- (1052)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1053)Appointed representative dealing with clients for which they require qualification (since 21 Feb 2024)
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Matthew James Thomas Barlow
IRN MXB00443
- (674)Appointed representative dealing with clients for which they require qualification (3 May 2022 to 21 Feb 2023)
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Matthew James Thorpe Lincoln
IRN MJL01265
- (2)CF1 Director (AR) (2 Sep 2009 to 20 May 2010)
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Matthew John Surridge
IRN MJS01551
- (4)CF1 Director (AR) (since 28 Apr 2025)
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Matthew Kindred
IRN KXM02380
- (907)Appointed representative dealing with clients for which they require qualification (31 Mar 2023 to 3 May 2024)
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Matthew Morris
IRN MXM91621
- (844)Appointed representative dealing with clients for which they require qualification (1 Oct 2021 to 20 Feb 2023)
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Matthew Murray
IRN MXM02278
- (303)CF1 Director (AR) (9 Oct 2007 to 31 Oct 2008)
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Matthew Paul Jones
IRN MPJ01048
- (1244)CF4 Partner (AR) (6 Feb 2007 to 14 Apr 2016)
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Matthew Plano
IRN MXP02815
- (448)CF1 Director (AR) (30 Mar 2017 to 7 Jun 2025)
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Matthew Poole
IRN MXP00200
- (1025)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1027)CF1 Director (AR) (since 28 Mar 2022)
- (1026)Appointed representative dealing with clients for which they require qualification (since 29 Jun 2020)
- (1144)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jun 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Dave Cox Mortgage Specialist (no longer appointed)
FRN 486896 · Appointed 31 Jul 2008 · Until 31 Mar 2011
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Knightsbridge Private Finance (no longer appointed)
FRN 486897 · Appointed 31 Jul 2008 · Until 15 Dec 2009
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Smart Mortgages & Finance Ltd (no longer appointed)
FRN 485709 · Appointed 4 Jul 2008 · Until 29 Nov 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