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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Tracy Heazel
IRN TXH00103
- (656)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (657)CF4 Partner (AR) (since 25 Apr 2025)
- (658)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (1313)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Feb 2021)
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Trevor Brenton
IRN TXB01386
- (782)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (783)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (784)CF1 Director (AR) (since 10 Sep 2008)
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Trevor Ernest Victor Papa
IRN TEP01020
- (298)CF1 Director (AR) (6 Feb 2008 to 2 Mar 2009)
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Trevor Hewson
IRN TXH00095
- (922)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (923)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (924)CF1 Director (AR) (since 10 Feb 2010)
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Trevor Laurence Burchell
IRN TLB00001
- (151)CF4 Partner (AR) (2 Feb 2006 to 3 Jan 2013)
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Tristan Ronald Ward
IRN TXW00081
- (1064)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1066)CF1 Director (AR) (since 10 Feb 2023)
- (1065)Appointed representative dealing with clients for which they require qualification (since 30 Jun 2021)
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Tyler Rushbrook
IRN TXR00057
- (248)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (249)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Tyrone Miller
IRN TXM01487
- (295)CF1 Director (AR) (12 Feb 2008 to 14 Sep 2009)
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Tyson Miranda
IRN TXM00507
- (584)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (585)Appointed representative dealing with clients for which they require qualification (since 26 Sep 2023)
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Usman Hussain Khokhar
IRN UXK00005
- (118)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (119)Appointed representative dealing with clients for which they require qualification (since 7 Jun 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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First Finance Advice Ltd
FRN 563794 · Appointed 2 Sep 2011
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RH Finance Ltd
FRN 560265 · Appointed 3 Aug 2011
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Prestige Financial Solutions (Holdings) Ltd
FRN 556375 · Appointed 19 Jul 2011
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NRG Mortgages Ltd
FRN 472709 · Appointed 24 Jun 2011
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David Tonge
FRN 176246 · Appointed 17 May 2011
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Paul McDaid
FRN 200871 · Appointed 16 May 2011
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Anthony Grant Grevatt
FRN 405158 · Appointed 16 May 2011
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Summit Finance (UK) Ltd
FRN 504624 · Appointed 10 May 2011
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True Financial Solutions Ltd
FRN 550168 · Appointed 9 May 2011
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PAS Financial & Mortgage Solutions Ltd
FRN 422342 · Appointed 18 Apr 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