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.

  • Joanne Murray

    IRN JXM00361

    • (266)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (267)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Joanne Thewlis

    IRN JXT00161

    • (1375)Appointed representative dealing with clients for which they require qualification (29 Oct 2021 to 9 Feb 2022)
  • Joanne Ware

    IRN JXW00260

    • (822)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2024)
  • Joe Daniels

    IRN JXD02520

    • (1386)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Apr 2022)
    • (1387)CF1 Director (AR) (13 Jun 2017 to 25 Apr 2022)
  • Joel Pomeroy

    IRN JXP00193

    • (1353)Appointed representative dealing with clients for which they require qualification (10 Sep 2021 to 14 Sep 2021)
  • Johl David Matthew

    IRN JXM83974

    • (852)Appointed representative dealing with clients for which they require qualification (16 Jun 2021 to 1 Dec 2021)
  • John Alan Coathup

    IRN HAC00004

    • (956)Appointed representative dealing with clients for which they require qualification (8 Feb 2022 to 12 Sep 2022)
  • John Boyle

    IRN JXB04062

    • (523)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (524)Appointed representative dealing with clients for which they require qualification (since 28 Jan 2026)
  • John Broderick Webb

    IRN JBW01058

    • (1472)CF1 Director (AR) (8 Dec 2015 to 8 Feb 2018)
  • John Burnett-Hall

    IRN JXB01826

    • (1041)Appointed representative dealing with clients for which they require qualification (8 May 2025 to 31 Oct 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