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.

  • Kathleen Flanders

    IRN KXF01149

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Oct 2021)
    • CF1 Director (AR) (1 Jan 2006 to 13 May 2022)
  • Kathrine Rosemary McTernan

    IRN KXM00169

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 9 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Kathryn Lane

    IRN KXL00076

    • 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)
  • Kathryn Pegg

    IRN KXP00097

    • Appointed representative dealing with clients for which they require qualification (7 Jan 2020 to 11 May 2020)
  • Katie Elizabeth Brown

    IRN KEM01067

    • Appointed representative dealing with clients for which they require qualification (11 Jun 2021 to 23 Jan 2025)
  • Katie Holland

    IRN KXH00265

    • Appointed representative dealing with clients for which they require qualification (20 Sep 2021 to 15 Aug 2024)
  • Katie Louise Clarke

    IRN KXC00512

    • [FCA CF] Significant management (since 6 Jan 2026)
  • Katie Mills

    IRN KXM00888

    • 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 13 Feb 2026)
  • Katie Purcell

    IRN KXP09421

    • Appointed representative dealing with clients for which they require qualification (7 Jan 2021 to 8 Oct 2022)
    • CF1 Director (AR) (11 Nov 2020 to 15 Dec 2020)
  • Katrina Olivia Peers Turzynski

    IRN KXT00080

    • Appointed representative dealing with clients for which they require qualification (1 Aug 2022 to 29 Feb 2024)

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.