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.

  • Karen Margaret Elkins

    IRN KME01021

    • (773)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (775)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • (774)CF4 Partner (AR) (since 29 Aug 2008)
  • Karen Silver

    IRN KXS34408

    • (885)Appointed representative dealing with clients for which they require qualification (22 Jun 2021 to 3 May 2022)
  • Karen Young

    IRN KXY01070

    • (229)CF1 Director (AR) (6 Mar 2009 to 24 Apr 2014)
  • Karl Albert Smith

    IRN KAS00038

    • (419)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (420)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Karl Asbury

    IRN KXA01284

    • (304)CF1 Director (AR) (17 Sep 2007 to 16 Sep 2009)
  • Karl Beacham

    IRN KXB00649

    • (985)Appointed representative dealing with clients for which they require qualification (20 Jan 2025 to 20 Jun 2025)
  • Kashif Anwar Dean

    IRN KAD01054

    • (530)CF1 Director (AR) (5 Feb 2019 to 19 Aug 2019)
  • Kashif Hussain Rashid

    IRN KHR01008

    • (554)Appointed representative dealing with clients for which they require qualification (23 Jan 2024 to 30 Sep 2024)
  • Katarzyna Barbara Ostler

    IRN OXK01173

    • (480)Appointed representative dealing with clients for which they require qualification (15 May 2020 to 31 Jan 2023)
  • Kate Elizabeth Ashton

    IRN KER01023

    • (524)[FCA CF] Significant management (21 May 2024 to 17 Nov 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

  1. controlled function added: (510)Appointed representative dealing with clients for which they require qualification

  2. controlled function added: (509)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  3. controlled function added: (508)[FCA CF] Significant management

  4. controlled function added: (507)Appointed representative dealing with clients for which they require qualification

  5. controlled function added: (506)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  6. controlled function added: (505)Appointed representative dealing with clients for which they require qualification

  7. controlled function added: (1453)CF4 Partner (AR)

  8. controlled function added: (504)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  9. controlled function added: (503)Appointed representative dealing with clients for which they require qualification

  10. controlled function added: (502)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose