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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Zach Mitchell
IRN ZXM00020
- (1355)Appointed representative dealing with clients for which they require qualification (26 May 2021 to 17 Sep 2021)
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Zafar Karim Khan
IRN ZXK10945
- (1469)CF1 Director (AR) (29 Jan 2019 to 14 Oct 2020)
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Zafar Karim Khan
IRN ZXK00005
- (726)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Oct 2020)
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Zander Claassen
IRN ZXC00029
- (1097)Appointed representative dealing with clients for which they require qualification (28 Jul 2022 to 15 Aug 2025)
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Zeeshan Ali Shafiq
IRN ZXS00010
- (748)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Sep 2020)
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Zhen Ling
IRN ZXL00011
- (1075)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1076)Appointed representative dealing with clients for which they require qualification (since 1 Apr 2021)
- (1077)CF1 Director (AR) (since 19 Mar 2021)
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Zoe Birkett
IRN ZXB00006
- (264)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (265)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Zoe Bromley
IRN ZXB00065
- (986)Appointed representative dealing with clients for which they require qualification (20 Jan 2025 to 18 Jul 2025)
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Zoe Harlow
IRN ZXD01005
- (3)CF1 Director (AR) (since 10 Mar 2011)
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Zoe Marshall
IRN ZJG01001
- (138)CF1 Director (AR) (9 Oct 2018 to 18 Jun 2019)
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