Date authorised
19 October 2022
Companies House
07619473
Last scraped
6 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Lewis Building
    35 Bull Street
    Birmingham
    B4 6AF
    UNITED KINGDOM
    Phone
    +442380630868
  • Complaints Contact

    Lewis Building
    35 Bull Street
    Birmingham
    B4 6AF
    UNITED KINGDOM
    Phone
    +442380630868

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 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.

  • Kathryn Emily Nield

    IRN KXN00093

    • [FCA CF] Functions requiring qualifications (19 Oct 2022 to 5 Apr 2023)
    • [FCA CF] CASS oversight function (19 Oct 2022 to 5 Apr 2023)
  • Kerry Anne Parker

    IRN KXP00252

    • [FCA CF] Client dealing (since 28 Jul 2025)
    • [FCA CF] Functions requiring qualifications (23 Mar 2023 to 28 Jul 2025)
  • Kiren Kattri mandar

    IRN KXM00861

    • [FCA CF] Functions requiring qualifications (24 Oct 2025 to 22 Apr 2026)
  • Mandeep Singh Rai

    IRN MXR00181

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 17 Jul 2023)
    • SMF16 Compliance Oversight (since 19 Oct 2022)
    • SMF3 Executive Director (since 19 Oct 2022)
    • Responsibility for MCD Intermediation (since 19 Oct 2022)
    • [FCA CF] Functions requiring qualifications (since 19 Oct 2022)
    • [FCA CF] CASS oversight function (since 19 Oct 2022)
    • Responsible for Insurance Distribution (since 19 Oct 2022)
  • Philip James Clarkson

    IRN PJC01349

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 11 Jan 2024)
  • Shana Louise Clarkson

    IRN SLC01122

    • [FCA CF] Client dealing (8 Nov 2023 to 10 May 2024)
  • Sophia Roach

    IRN SXR00659

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 26 Jun 2025)
  • Sophie Hitie

    IRN SXH01047

    • [FCA CF] Functions requiring qualifications (4 Sep 2023 to 17 Jun 2024)
  • Steve Molina

    IRN SXM00509

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Sep 2023)
  • Tajinder Rai

    IRN TXR00242

    • [FCA CF] Client dealing (26 Sep 2023 to 21 Oct 2024)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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