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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Shane Andrew Fereday
IRN SAF00014
- (887)CF4 Partner (9 Dec 2004 to 19 May 2010)
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Shane Austin
IRN SXA01492
- (114)CF1 Director (AR) (16 Mar 2005 to 10 Mar 2009)
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Shannon McLelland
IRN SXM04715
- (11)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (12)Appointed representative dealing with clients for which they require qualification (since 1 Dec 2025)
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Sharon Kaur
IRN SXK02236
- (8)CF1 Director (AR) (16 May 2017 to 22 Jan 2018)
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Sharon Linda Dolman
IRN SLD01060
- (249)CF1 Director (AR) (21 Jun 2007 to 18 Dec 2008)
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Sharon Stork
IRN SXS00596
- (145)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (146)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Shaun Neil Henden
IRN SNH00009
- (545)CF1 Director (AR) (5 Jun 2008 to 19 Mar 2012)
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Shazia MUNIR
IRN SXM00279
- (263)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (264)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Sheikh Nahida Rahman
IRN SXR00364
- (793)Appointed representative dealing with clients for which they require qualification (6 Mar 2020 to 2 Jul 2021)
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Sheikh Nahida Rahman
IRN SXR32270
- (560)CF1 Director (AR) (26 Feb 2020 to 2 Jul 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Finnart Mortgage and Financial Services (no longer appointed)
FRN 404653 · Appointed 31 Oct 2004 · Until 1 Mar 2022
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The Mortgage Advice Bureau (no longer appointed)
FRN 404660 · Appointed 31 Oct 2004 · Until 7 Mar 2005
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The Goldmark Consultancy Ltd (no longer appointed)
FRN 408656 · Appointed 31 Oct 2004 · Until 8 Apr 2010
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Maldwyn Jones Insurance (Life) (no longer appointed)
FRN 413099 · Appointed 31 Oct 2004 · Until 31 Oct 2004
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Maximum Mortgage Assistance Limited (no longer appointed)
FRN 404662 · Appointed 31 Oct 2004 · Until 1 Jul 2010
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Elite Mortgage Solutions (no longer appointed)
FRN 413098 · Appointed 31 Oct 2004 · Until 24 Feb 2005
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)