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.

  • Jonathan Pearson Round

    IRN JPR01117

    • Director of firm who is not a certification employee or a SMF manager (1 Mar 2024 to 28 Feb 2026)
    • SMF1 Chief Executive (9 Dec 2019 to 23 Feb 2024)
    • SMF3 Executive Director (9 Dec 2019 to 23 Feb 2024)
    • Responsible for Insurance Distribution (1 Oct 2018 to 8 Feb 2019)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 8 Feb 2019)
    • CF3 Chief Executive (6 Mar 2015 to 8 Dec 2019)
    • Responsible for Insurance Mediation (5 Apr 2013 to 30 Sep 2018)
    • CF1 Director (24 Mar 2011 to 8 Dec 2019)
  • Jonathan Pratt

    IRN JXP00537

    • Appointed representative dealing with clients for which they require qualification (16 Sep 2021 to 16 Nov 2021)
  • Jonathan Richard Evans

    IRN JXE17733

    • 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 31 Jul 2019)
  • Jonathan Richard Howson

    IRN JXH01832

    • Appointed representative dealing with clients for which they require qualification (19 Sep 2024 to 10 Jan 2025)
  • Jonathan Scarlett

    IRN JXS02151

    • CF1 Director (AR) (12 May 2006 to 8 Apr 2011)
  • Jonathan Warren Scholes

    IRN JWS01124

    • CF4 Partner (AR) (4 Feb 2008 to 23 Jul 2009)
  • Jonathan Wilce

    IRN JXW00508

    • 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 12 May 2021)
  • Jonathan Williams

    IRN JXW01062

    • 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 16 Apr 2024)
  • Jonathan Williamson

    IRN JXW00208

    • Appointed representative dealing with clients for which they require qualification (10 Aug 2023 to 16 Oct 2023)
  • Jordan Antony Maynard

    IRN JXM04263

    • 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 20 Oct 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • K Mortgages (no longer appointed)

    FRN 474282 · Appointed 24 Oct 2007 · Until 28 May 2010

  • Sandstone Mortgage Solutions (no longer appointed)

    FRN 474233 · Appointed 23 Oct 2007 · Until 11 Nov 2011

  • Perfect Financial Services (no longer appointed)

    FRN 474234 · Appointed 23 Oct 2007 · Until 14 Aug 2008

  • Urban Financial (no longer appointed)

    FRN 474112 · Appointed 22 Oct 2007 · Until 15 Sep 2009

  • F J Mortgages (no longer appointed)

    FRN 473904 · Appointed 16 Oct 2007 · Until 8 Nov 2007

  • Mortgages ETC (no longer appointed)

    FRN 473905 · Appointed 16 Oct 2007 · Until 26 Mar 2008

  • Nicola Higham (no longer appointed)

    FRN 473574 · Appointed 4 Oct 2007 · Until 1 Oct 2008

  • AIP Mortgages (no longer appointed)

    FRN 473533 · Appointed 4 Oct 2007 · Until 14 Oct 2010

  • Estate Agency Finance Ltd (no longer appointed)

    FRN 473321 · Appointed 28 Sep 2007 · Until 31 Oct 2008

  • T.S. Partnerships (no longer appointed)

    FRN 473155 · Appointed 26 Sep 2007 · Until 17 Aug 2011

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.