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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Stephen Fryer
IRN SXF01341
- (120)CF1 Director (AR) (14 Jan 2008 to 21 Jul 2009)
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Stephen George Peel
IRN SGP01066
- (263)CF4 Partner (AR) (7 Feb 2005 to 25 Sep 2006)
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Stephen George Wynn
IRN SGW01066
- (261)CF1 Director (AR) (4 Jan 2008 to 29 Oct 2009)
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Stephen John Brown
IRN SJB00037
- (240)CF1 Director (AR) (24 Mar 2011 to 7 Mar 2012)
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Stephen John Rigby
IRN SJR01228
- (60)CF1 Director (AR) (11 Sep 2009 to 8 Jul 2011)
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Stephen John Salmond
IRN SJS01139
- (518)CF1 Director (AR) (29 Jul 2020 to 7 Jan 2022)
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Stephen Jones
IRN SMJ00005
- (349)[FCA CF] Significant management (9 Dec 2019 to 3 Feb 2024)
- (348)CF1 Director (3 Jan 2017 to 1 Sep 2019)
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Stephen Kenneth Grigg
IRN SKG00011
- (467)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (468)CF4 Partner (AR) (since 3 Feb 2025)
- (469)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Stephen Mark Elliott
IRN SME00006
- (241)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (242)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Stephen McAvoy
IRN SXM01993
- (907)Appointed representative dealing with clients for which they require qualification (17 Nov 2023 to 14 Jan 2025)
- (908)CF1 Director (AR) (24 Nov 2006 to 14 Jan 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Carol Mitchell Financial Services Limited (no longer appointed)
FRN 458887 · Appointed 23 Oct 2006 · Until 18 Feb 2008
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Just Mortgages Yorkshire Ltd (no longer appointed)
FRN 458225 · Appointed 5 Oct 2006 · Until 14 Dec 2009
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Home Shield Insurance Services Ltd (no longer appointed)
FRN 457628 · Appointed 25 Sep 2006 · Until 30 Sep 2022
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Mortgage Solutions & More Ltd (no longer appointed)
FRN 457556 · Appointed 21 Sep 2006 · Until 10 Aug 2020
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Graham Carney Independent Mortgages (no longer appointed)
FRN 457219 · Appointed 14 Sep 2006 · Until 31 Oct 2007
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