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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Mark Sacha Orr
IRN MXO83806
- (853)Appointed representative dealing with clients for which they require qualification (3 Aug 2022 to 17 Nov 2022)
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Mark Stephen Robinson
IRN MXR91865
- (984)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (985)Appointed representative dealing with clients for which they require qualification (since 24 Nov 2022)
- (986)CF1 Director (AR) (since 3 Sep 2020)
- (1164)Appointed representative dealing with clients for which they require qualification (10 Sep 2020 to 24 Nov 2022)
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Mark Stephen Woodcock
IRN MSW01111
- (586)CF1 Director (AR) (6 Jan 2006 to 12 May 2006)
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Mark Swallow
IRN MXS00020
- (964)CF1 Director (AR) (10 Jan 2008 to 16 Mar 2009)
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Mark Taylor
IRN MXT01426
- (83)CF1 Director (AR) (31 Oct 2004 to 30 Oct 2008)
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Mark Terence Graves
IRN MTG00002
- (61)CF1 Director (23 Aug 2011 to 31 Jul 2015)
- (60)CF1 Director (AR) (12 Nov 2010 to 23 Sep 2015)
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Mark Thompson
IRN MXT01480
- (953)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (954)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (955)CF1 Director (AR) (since 25 Jul 2008)
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Mark William O'Brien
IRN MWO01009
- (1212)CF1 Director (AR) (12 Apr 2010 to 1 Feb 2012)
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Mark Williams
IRN MXW00181
- (446)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (445)21. Advising or arranging (bringing about) equity release transactions
- (447)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Mark Wilson
IRN MXW01639
- (55)CF4 Partner (AR) (31 Oct 2004 to 28 May 2010)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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AC Mortgages Consultants Ltd (no longer appointed)
FRN 479811 · Appointed 3 Mar 2008 · Until 30 Mar 2009
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Niche Financial Solutions Ltd (no longer appointed)
FRN 479457 · Appointed 25 Feb 2008 · Until 27 Mar 2008
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Town & City Financial Services Ltd (no longer appointed)
FRN 479366 · Appointed 21 Feb 2008 · Until 16 Aug 2010
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Menwyth Insurance Services (no longer appointed)
FRN 479105 · Appointed 15 Feb 2008 · Until 8 Aug 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