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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Russell William Ellis
IRN RXE00078
- (663)Appointed representative dealing with clients for which they require qualification (23 Nov 2023 to 24 May 2024)
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Ryan Alan Boyd
IRN RXB02785
- (992)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Nov 2025)
- (993)CF1 Director (AR) (11 Jul 2017 to 4 Nov 2025)
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Ryan John Bowers
IRN RXB00326
- (918)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
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Ryan Martin Price
IRN RXP00155
- (920)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Sep 2020)
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Ryan Martyn Gilbey
IRN RXG00082
- (74)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (75)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (461)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Mar 2024)
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Sabrina Ann Hall
IRN SXH00538
- (177)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (178)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Sajjad Hussain
IRN SXH00296
- (705)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Sep 2020)
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Sally Christine Walls
IRN SXW00433
- (221)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
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Sally Jane Roach
IRN SXR00363
- (799)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2021)
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Sam Bent-Marshall
IRN SXB00231
- (223)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (224)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Premier Mortgage Consultancy ltd (no longer appointed)
FRN 423615 · Appointed 17 Jan 2005 · Until 24 Jul 2006
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Lifetime Protection Services (no longer appointed)
FRN 422324 · Appointed 11 Jan 2005 · Until 24 Feb 2005
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Protect For Less Limited (no longer appointed)
FRN 404225 · Appointed 10 Jan 2005 · Until 5 Jul 2005
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Haydn Jones Insurance Services (no longer appointed)
FRN 414149 · Appointed 7 Jan 2005 · Until 16 Aug 2005
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Sherwood Insurance Services Ltd (no longer appointed)
FRN 419798 · Appointed 6 Jan 2005 · Until 1 Dec 2006
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)