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.

Recent activity

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

No changes recorded yet.