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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Steven Barron
IRN SXB02829
- (502)Appointed representative dealing with clients for which they require qualification (4 Aug 2020 to 23 Jan 2025)
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Steven Duck
IRN SXD00307
- (1168)Appointed representative dealing with clients for which they require qualification (30 May 2023 to 1 Feb 2024)
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Steven Ellsmoor
IRN SXE00291
- (1382)Appointed representative dealing with clients for which they require qualification (16 May 2024 to 26 Feb 2025)
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Steven Gareth Dadge
IRN SGD01047
- (349)CF1 Director (AR) (17 Jan 2007 to 15 Jun 2007)
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Steven John McKernan
IRN SXM00226
- (930)Appointed representative dealing with clients for which they require qualification (26 Aug 2020 to 24 Jul 2024)
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Steven John Power
IRN SJP00047
- (448)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (449)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Steven John Randall
IRN SJR00103
- (910)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (912)CF1 Director (AR) (since 27 May 2022)
- (911)Appointed representative dealing with clients for which they require qualification (since 25 Mar 2021)
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Steven Jones
IRN SXJ00130
- (693)Appointed representative dealing with clients for which they require qualification (6 Feb 2023 to 5 Sep 2023)
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Steven Kelsall
IRN SXK00166
- (797)Appointed representative dealing with clients for which they require qualification (21 Dec 2020 to 28 Feb 2024)
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Steven Lloyd
IRN SXL00169
- (11)Appointed representative dealing with clients for which they require qualification (28 Feb 2020 to 1 Jul 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Angels Financial Solutions Limited
FRN 794801 · Appointed 22 Nov 2017
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Blossom Mortgage Services Ltd
FRN 793736 · Appointed 9 Nov 2017
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Trojan Financial Services Limited
FRN 793661 · Appointed 8 Nov 2017
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Mortgage Bird Limited
FRN 788362 · Appointed 7 Sep 2017
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Star FS Ltd
FRN 774094 · Appointed 15 Mar 2017
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Edward Cook Mortgage Services Ltd
FRN 773234 · Appointed 6 Mar 2017
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John Christopher McGuire
FRN 766418 · Appointed 6 Dec 2016
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David Justin Tidey
FRN 760054 · Appointed 5 Oct 2016
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Highgrove Mortgage Consultants Limited
FRN 756293 · Appointed 17 Aug 2016
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MCM Advice Ltd
FRN 756058 · Appointed 15 Aug 2016
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