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.

  • Karl Beacham

    IRN KXB00649

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

    IRN KAD01054

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

    IRN KHR01008

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

    IRN OXK01173

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

    IRN KER01023

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

    IRN KEK01015

    • CF1 Director (AR) (15 Oct 2007 to 23 Nov 2023)
    • CF4 Partner (AR) (4 Oct 2006 to 15 Oct 2007)
  • Katerina Panayi

    IRN KXP00095

    • Appointed representative dealing with clients for which they require qualification (16 Nov 2020 to 29 Apr 2022)
  • Katherine Finch

    IRN KXF00110

    • CF1 Director (AR) (21 Dec 2021 to 15 Sep 2023)
  • Katherine Jane Atkinson

    IRN KXA00352

    • 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 8 Apr 2025)
  • Katherine Tait

    IRN KXT00063

    • Appointed representative dealing with clients for which they require qualification (23 Mar 2020 to 3 Apr 2025)

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.