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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Timothy Tipping
IRN TXT01574
- (1341)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Jul 2020)
- (1342)CF1 Director (AR) (4 Aug 2018 to 8 Jul 2020)
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Tina Bowles
IRN TXB00101
- (795)Appointed representative dealing with clients for which they require qualification (18 Aug 2020 to 20 Nov 2023)
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Tina Hodgson
IRN TLW01033
- (685)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (686)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (687)CF1 Director (AR) (since 23 May 2011)
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Tina Southern
IRN TXS01435
- (313)CF1 Director (AR) (20 Apr 2009 to 10 Aug 2019)
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Tobias Fields
IRN TXF87707
- (1054)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1055)Appointed representative dealing with clients for which they require qualification (since 20 Jul 2020)
- (1056)CF1 Director (AR) (since 14 Jul 2020)
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Tom Rimmer
IRN TXR00114
- (81)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (82)Appointed representative dealing with clients for which they require qualification (since 10 Jul 2021)
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Toni Smith
IRN TXS02148
- (1420)Responsible for Insurance Distribution (11 Oct 2023 to 16 Feb 2024)
- (1419)Responsibility for MCD Intermediation (11 Oct 2023 to 16 Feb 2024)
- (1422)SMF3 Executive Director (9 Dec 2019 to 16 Feb 2024)
- (1421)SMF24 Chief Operations (9 Dec 2019 to 12 Nov 2023)
- (1423)CF1 Director (15 Jun 2017 to 8 Dec 2019)
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Tracey Thorp
IRN TXB01301
- (431)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (432)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Tracy Brazier
IRN TXB00295
- (1360)Appointed representative dealing with clients for which they require qualification (19 Dec 2023 to 4 Apr 2025)
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Tracy Gavin
IRN TXG00047
- (439)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (440)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Darren Spragg
FRN 430206 · Appointed 30 Jan 2014
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Maxco Financial Ltd
FRN 606984 · Appointed 6 Sep 2013
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DIXON FINANCIAL SOLUTIONS LIMITED
FRN 604388 · Appointed 11 Jul 2013
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Caboodle Financial Services Ltd
FRN 580356 · Appointed 12 Jun 2013
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JP- Finance (UK) Ltd
FRN 596307 · Appointed 25 Feb 2013
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Sphere Financial Services Ltd
FRN 588832 · Appointed 26 Sep 2012
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Steven Power
FRN 579217 · Appointed 10 Apr 2012
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Trinity FG Ltd
FRN 577375 · Appointed 14 Mar 2012
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Brown Financial Services Limited
FRN 574773 · Appointed 8 Feb 2012
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M4 Mortgages Ltd
FRN 534420 · Appointed 15 Nov 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