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.

  • Adam Robert Castleton

    IRN ARC01211

    • SMF3 Executive Director (9 Dec 2019 to 22 Dec 2021)
    • CF1 Director (11 Aug 2016 to 8 Dec 2019)
    • CF1 Director (AR) (3 Aug 2016 to 4 Feb 2022)
  • Adam Smith

    IRN AXS00882

    • 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 5 Aug 2024)
  • Adam Yates

    IRN AXY00028

    • CF1 Director (AR) (7 Jun 2024 to 24 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jul 2025)
  • Adesolape Adewuyi

    IRN AXA03445

    • Appointed representative dealing with clients for which they require qualification (26 Jun 2023 to 14 Sep 2023)
  • Adrian Anderson

    IRN AXA01369

    • 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 10 Jul 2021)
    • CF1 Director (AR) (since 28 Jun 2021)
  • Adrian Joseph Watts

    IRN AJW00056

    • CF4 Partner (AR) (21 Feb 2012 to 12 Feb 2015)
  • Adrian Mark Jay

    IRN AXJ00154

    • Appointed representative dealing with clients for which they require qualification (31 Oct 2022 to 17 Feb 2023)
  • Adrian Peter Knight

    IRN APK01045

    • CF1 Director (AR) (24 May 2011 to 27 Mar 2013)
  • Adrian Roger Lucarotti

    IRN ARL00005

    • CF1 Director (AR) (11 Nov 2010 to 10 Oct 2018)
  • Afzaal Shafi

    IRN AXS00385

    • Appointed representative dealing with clients for which they require qualification (5 Jun 2020 to 15 Oct 2020)

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.