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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Stuart Owen
IRN SPO01038
- (733)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Sep 2020)
- (734)CF1 Director (AR) (21 Jan 2016 to 8 Sep 2020)
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Stuart Phillip Dunn
IRN SXD01647
- (866)CF1 Director (AR) (21 May 2008 to 27 Sep 2011)
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Sukhvinder Singh Malhi
IRN SSM01046
- (36)CF1 Director (AR) (20 Oct 2010 to 29 May 2012)
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Susan Clarke
IRN SMM00043
- (409)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (410)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (411)CF1 Director (AR) (since 15 Jul 2005)
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Susan Dato
IRN SXD00037
- (759)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2020)
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Susan Kathryn Snow
IRN SKS01053
- (96)CF1 Director (AR) (4 Oct 2007 to 25 May 2010)
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Susan McIntosh
IRN SXM01978
- (1224)CF1 Director (AR) (28 Mar 2007 to 3 Aug 2012)
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Susan Moore
IRN SXM04107
- (217)CF1 Director (AR) (27 Mar 2017 to 14 May 2019)
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Susan Wendy Dickinson
IRN SWD01039
- (430)CF1 Director (AR) (30 Jan 2023 to 31 Oct 2024)
- (429)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Oct 2024)
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Suzanne Banks
IRN SXB00025
- (721)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 May 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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St Andrews Mortgage Centre Ltd (no longer appointed)
FRN 453583 · Appointed 19 Jun 2006 · Until 22 Feb 2011
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One Step Mortgage Solutions Ltd (no longer appointed)
FRN 451319 · Appointed 27 Apr 2006 · Until 25 May 2007
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Key Mortgage Solutions Ltd (no longer appointed)
FRN 450853 · Appointed 18 Apr 2006 · Until 8 Sep 2009
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Mortgage Finance Solutions Ltd (no longer appointed)
FRN 450489 · Appointed 6 Apr 2006 · Until 5 Jul 2010
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Key Financial Solutions Ltd (no longer appointed)
FRN 449448 · Appointed 17 Mar 2006 · Until 17 Aug 2009
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The Macclesfield Mortgage Co Ltd (no longer appointed)
FRN 448983 · Appointed 8 Mar 2006 · Until 30 Sep 2009
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1st Universal Mortgages Limited (no longer appointed)
FRN 448021 · Appointed 10 Feb 2006 · Until 16 Mar 2009
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)