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.

  • Lisa Fallows

    IRN LXF01170

    • CF1 Director (AR) (16 Mar 2007 to 29 Jan 2008)
  • Lisa Jane Hurley

    IRN LJH01115

    • CF1 Director (31 Mar 2016 to 9 Mar 2017)
    • CF1 Director (AR) (24 Jun 2015 to 9 Mar 2017)
    • CF28 Systems and controls (1 Nov 2007 to 9 Mar 2017)
    • CF13 Finance (26 May 2006 to 31 Oct 2007)
  • Lisa Marie Stanley

    IRN LMS01096

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (3 Sep 2009 to 13 Dec 2011)
  • Lisa Michelle Lawton

    IRN LML01046

    • CF1 Director (AR) (30 Nov 2009 to 13 Aug 2010)
  • Lisa Stephenson

    IRN LXS00584

    • Appointed representative dealing with clients for which they require qualification (21 Dec 2023 to 19 Apr 2024)
  • Lisa West

    IRN LXW00471

    • Appointed representative dealing with clients for which they require qualification (19 May 2025 to 11 Jul 2025)
  • Lloyd Ashley John Wyatt

    IRN LXW00082

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 15 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (since 6 Jan 2021)
  • Lorraine Knox

    IRN LXK00047

    • Appointed representative dealing with clients for which they require qualification (11 Feb 2021 to 23 Jul 2021)
  • Louise Frances Edwards

    IRN LFE01001

    • CF4 Partner (AR) (25 Mar 2009 to 4 Apr 2011)
  • Louise Hamer

    IRN LXH01171

    • CF1 Director (AR) (15 Aug 2007 to 16 Sep 2009)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.