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.

  • Carolyn White

    IRN CXW00146

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 May 2022)
  • Catherine Anne McDonald

    IRN CXM00205

    • 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)
  • Catherine Baines

    IRN CXB01962

    • 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 21 Jul 2015)
    • CF4 Partner (AR) (25 Nov 2011 to 24 Jun 2015)
  • Catherine Kelly

    IRN CXK00293

    • Appointed representative dealing with clients for which they require qualification (22 Oct 2024 to 27 Jan 2025)
  • Catherine Lorentzen

    IRN CXL00109

    • 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)
  • Catherine Roche

    IRN CXR00286

    • Appointed representative dealing with clients for which they require qualification (29 Oct 2021 to 9 Feb 2022)
  • Catherine Teresa Garbutt

    IRN CTG00008

    • Appointed representative dealing with clients for which they require qualification (2 Sep 2021 to 16 Dec 2022)
  • Cathy Donaghy

    IRN CXD00543

    • Appointed representative dealing with clients for which they require qualification (3 Apr 2024 to 10 Jan 2025)
  • Chakrapani Gudipati

    IRN CXG00349

    • Appointed representative dealing with clients for which they require qualification (25 May 2022 to 30 Jan 2026)
  • Chamon Afroz Akhter

    IRN CAA01066

    • CF1 Director (AR) (11 Jul 2006 to 9 Aug 2006)

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.