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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Keith Graham Stevenson
IRN KGS00014
- (296)CF1 Director (AR) (1 Jun 2009 to 16 May 2011)
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Kelly Georgina Hodgkiss
IRN KXH00107
- (798)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jun 2022)
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Kelly Greig Greatholder
IRN KGD00002
- (929)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Apr 2021)
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Kelly Hillier
IRN KXH00108
- (192)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (193)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Kelly Irene Knight
IRN KIK01003
- (548)CF1 Director (AR) (10 Sep 2007 to 9 Feb 2012)
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Kelly Jones
IRN KXS00140
- (236)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (237)Appointed representative dealing with clients for which they require qualification (since 30 Nov 2022)
- (801)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Oct 2021)
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Kelly Naomi Mosley
IRN KNM01012
- (96)CF1 Director (AR) (31 Oct 2004 to 7 Apr 2011)
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Kelly Nicholson
IRN KXN00030
- (1344)Appointed representative dealing with clients for which they require qualification (27 Oct 2020 to 16 Jan 2023)
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Kelly Rebecca Ellis
IRN KRE01014
- (475)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Mar 2023)
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Kelly Scott
IRN KXS00030
- (956)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (957)Appointed representative dealing with clients for which they require qualification (since 2 Nov 2020)
- (958)CF1 Director (AR) (since 2 Oct 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Professional Mortgage Advisers Ltd (no longer appointed)
FRN 410526 · Appointed 1 Jan 2006 · Until 15 Feb 2019
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Platinum The Estate Agents Ltd (no longer appointed)
FRN 410527 · Appointed 1 Jan 2006 · Until 12 Aug 2010
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Forward Planning Mortgages (no longer appointed)
FRN 426139 · Appointed 1 Jan 2006 · Until 5 Jan 2015
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