Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Unit 3700ParksideBirminghamSolihullB37 7YTUNITED KINGDOM- Phone
- +443303030237
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Complaints Contact
Unit 3700ParksideBirminghamSolihullB37 7YTUNITED KINGDOM- Phone
- +441217671139
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Credit Score Services
Show 1 limitation Hide limitations
- · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Simon Walklin-Knight
IRN SDK01034
- (577)CF1 Director (AR) (6 Sep 2018 to 1 Aug 2019)
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Srisairama Krishna Nukala
IRN SKN01017
- (1010)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2024)
- (1011)CF1 Director (AR) (12 Jan 2017 to 31 Jan 2024)
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Stacey Elizabeth Hoile
IRN SXH00537
- (985)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2022)
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Stefan Paul Tofield
IRN SXT00274
- (767)Appointed representative dealing with clients for which they require qualification (9 Apr 2021 to 8 Aug 2023)
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Stephanie Hayes
IRN SXH01311
- (30)[FCA CF] Significant management (since 15 Jan 2025)
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Stephanie Mei Ling Walker
IRN SXW15147
- (425)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (426)Appointed representative dealing with clients for which they require qualification (since 29 Nov 2023)
- (427)CF1 Director (AR) (since 29 Nov 2023)
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Stephen Albert Haynes
IRN SAH01256
- (373)CF1 Director (AR) (17 Sep 2010 to 5 May 2022)
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Stephen Bremner
IRN SLB01200
- (50)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (51)Appointed representative dealing with clients for which they require qualification (since 18 Dec 2025)
- (415)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Dec 2025)
- (416)CF1 Director (AR) (2 Jun 2017 to 18 Dec 2025)
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Stephen Christopher Moll
IRN SXM00720
- (811)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Sep 2021)
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Stephen Davies
IRN SXD00154
- (1106)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Nov 2021)
- (1107)CF1 Director (AR) (14 Jun 2018 to 11 Nov 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Carol Mitchell Financial Services Limited (no longer appointed)
FRN 458887 · Appointed 23 Oct 2006 · Until 18 Feb 2008
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Just Mortgages Yorkshire Ltd (no longer appointed)
FRN 458225 · Appointed 5 Oct 2006 · Until 14 Dec 2009
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Home Shield Insurance Services Ltd (no longer appointed)
FRN 457628 · Appointed 25 Sep 2006 · Until 30 Sep 2022
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Mortgage Solutions & More Ltd (no longer appointed)
FRN 457556 · Appointed 21 Sep 2006 · Until 10 Aug 2020
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Graham Carney Independent Mortgages (no longer appointed)
FRN 457219 · Appointed 14 Sep 2006 · Until 31 Oct 2007
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (582)SMF11 Chair of the Audit Committee
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controlled function added: (581)SMF4 Chief Risk
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controlled function added: (580)SMF16 Compliance Oversight
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controlled function added: (579)SMF17 Money Laundering Reporting Officer (MLRO)
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controlled function added: (578)SMF24 Chief Operations
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controlled function added: (577)SMF18 Other Overall Responsibility
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controlled function added: (576)Responsible for Insurance Distribution
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controlled function added: (575)Responsibility for MCD Intermediation
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controlled function added: (574)SMF5 Head of Internal Audit
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controlled function added: (573)CF1 Director (AR)