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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Steven Mark Baines Pearman
IRN SMP00026
- (1030)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Oct 2022)
- (1031)CF1 Director (AR) (21 May 2009 to 5 Oct 2022)
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Steven Mark Woolley
IRN SMW01231
- (44)CF1 Director (AR) (20 Oct 2015 to 17 Jul 2019)
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Steven Paul Moseley
IRN SXM01973
- (440)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Sep 2025)
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Steven Peter Balmer
IRN SPB01107
- (607)CF4 Partner (AR) (12 Jan 2006 to 16 Nov 2007)
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Steven Williams
IRN SXW83294
- (110)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (111)Appointed representative dealing with clients for which they require qualification (since 2 Nov 2023)
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Stewart Kerr Allsop
IRN SKA01038
- (191)CF1 Director (AR) (15 Apr 2010 to 3 Apr 2013)
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Stewart William Wilkinson
IRN SXW00320
- (687)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
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Stuart Black
IRN ASB00029
- (1104)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Sep 2023)
- (1105)CF1 Director (AR) (26 Jul 2018 to 21 Sep 2023)
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Stuart Edward Williams
IRN SEW01095
- (1162)CF1 Director (AR) (18 Apr 2011 to 11 Dec 2015)
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Stuart John McCarthy
IRN SXM10189
- (1086)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
- (1087)CF1 Director (AR) (11 Jan 2019 to 30 Sep 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Blue-Chip Mortgages Ltd (no longer appointed)
FRN 456634 · Appointed 31 Aug 2006 · Until 29 Jun 2011
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The Mulberry Mortgage Company (no longer appointed)
FRN 419774 · Appointed 30 Aug 2006 · Until 12 Dec 2006
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H.A.R.T Financial Services (no longer appointed)
FRN 206257 · Appointed 30 Aug 2006 · Until 28 Feb 2008
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Greenfields Mortgage Services Ltd (no longer appointed)
FRN 456590 · Appointed 30 Aug 2006 · Until 11 Dec 2013
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Knock Knock Financial Ltd (no longer appointed)
FRN 450601 · Appointed 25 Jul 2006 · Until 31 May 2025
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Avenue Financial Services Ltd (no longer appointed)
FRN 454721 · Appointed 17 Jul 2006 · Until 12 Jan 2010
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Solo Mortgages & Finance (no longer appointed)
FRN 431759 · Appointed 17 Jul 2006 · Until 16 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)