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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William Underwood
IRN WXU00002
- (754)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Apr 2021)
- (755)CF1 Director (AR) (6 Jan 2016 to 13 Apr 2021)
- (753)CF4 Partner (AR) (21 Feb 2013 to 19 Jan 2016)
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William Vernon Pagan Taylor
IRN WXT79697
- (549)CF1 Director (AR) (20 May 2020 to 18 Feb 2022)
- (548)Appointed representative dealing with clients for which they require qualification (23 Jan 2020 to 18 Feb 2022)
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Yasin Mustak Patel
IRN YXP01024
- (13)CF1 Director (AR) (17 May 2010 to 22 Feb 2011)
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Yulisha Naidoo
IRN YXN28037
- (729)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2020)
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Zoe Adamson
IRN ZXA01036
- (738)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2020)
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Zoe Fulford-Smith
IRN ZXF00006
- (544)Appointed representative dealing with clients for which they require qualification (5 May 2021 to 1 Oct 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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David Whitehouse Associates Limited (no longer appointed)
FRN 408920 · Appointed 8 May 2009 · Until 27 Feb 2012
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Alan Bell Mortgages Ltd (no longer appointed)
FRN 401092 · Appointed 28 Apr 2009 · Until 12 Oct 2017
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Remortgage Advice and Solutions (no longer appointed)
FRN 427495 · Appointed 28 Apr 2009 · Until 30 Sep 2010
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Michael P Dorrington & Co Limited (no longer appointed)
FRN 150501 · Appointed 23 Apr 2009 · Until 1 Mar 2017
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The Mortgage Saving Expert (no longer appointed)
FRN 499812 · Appointed 22 Apr 2009 · Until 14 Dec 2009
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Signature Mortgages (UK) Limited (no longer appointed)
FRN 478283 · Appointed 21 Apr 2009 · Until 2 Feb 2021
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Ragstone Independent Mortgage Brokers (no longer appointed)
FRN 478769 · Appointed 21 Apr 2009 · Until 26 May 2010
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Mortgage Reply Service Ltd (no longer appointed)
FRN 498623 · Appointed 31 Mar 2009 · Until 11 Nov 2010
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (572)Appointed representative dealing with clients for which they require qualification
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controlled function added: (571)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (570)CF1 Director (AR)
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controlled function added: (569)Appointed representative dealing with clients for which they require qualification
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controlled function added: (568)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (567)CF1 Director (AR)
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controlled function added: (566)Appointed representative dealing with clients for which they require qualification
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controlled function added: (565)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (564)CF1 Director (AR)
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controlled function added: (563)Appointed representative dealing with clients for which they require qualification