Date authorised
21 October 2019
Companies House
11896670
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Bank House
    8 Cherry Street
    Birmingham
    West Midlands
    B2 5AL
    UNITED KINGDOM
    Phone
    +4401216614676
  • Complaints Contact

    Bank House
    8 Cherry Street
    Birmingham
    West Midlands
    B2 5AL
    UNITED KINGDOM
    Phone
    +4401216614676

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

  • 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.
  • 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 Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the conclusion or administration of debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • David Herbert Grant

    IRN DHG01041

    • SMF3 Executive Director (9 Dec 2019 to 5 Jul 2023)
    • CF1 Director (21 Oct 2019 to 8 Dec 2019)
  • Harry Richard Plaistowe

    IRN HXP00279

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 17 Feb 2025)
  • Jagdev Singh Saran

    IRN JSS01196

    • SMF16 Compliance Oversight (9 Dec 2019 to 5 May 2021)
    • SMF3 Executive Director (9 Dec 2019 to 5 May 2021)
    • Responsibility for MCD Intermediation (21 Oct 2019 to 5 May 2021)
    • CF1 Director (21 Oct 2019 to 8 Dec 2019)
    • CF10 Compliance Oversight (21 Oct 2019 to 8 Dec 2019)
    • Responsible for Insurance Distribution (21 Oct 2019 to 5 May 2021)
  • Jessica Roseanne Fenton

    IRN JXF00109

    • [FCA CF] Functions requiring qualifications (7 Nov 2022 to 14 May 2024)
  • John James Yates

    IRN JJY01012

    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • CF1 Director (21 Oct 2019 to 8 Dec 2019)
    • CF3 Chief Executive (21 Oct 2019 to 8 Dec 2019)
  • Kalvinder Naomi Kaur Crowcroft

    IRN KXC90494

    • [FCA CF] Functions requiring qualifications (1 May 2024 to 30 Apr 2026)
  • Latifur Rahman

    IRN LXR00071

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Jan 2025)
  • Mark Peter Collins

    IRN MPC00030

    • [FCA CF] Functions requiring qualifications (27 Nov 2023 to 20 Nov 2024)
  • Matthew Paul Smith

    IRN MXS87158

    • [FCA CF] Functions requiring qualifications (1 Mar 2022 to 23 May 2025)
  • Paul Andrew Franklin-Slattery

    IRN PXF00096

    • [FCA CF] Functions requiring qualifications (26 Sep 2022 to 20 Jul 2023)

Recent activity

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

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