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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Sam Christopher (Simon) Hubbard
IRN SCH00022
- (760)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Aug 2020)
- (761)CF1 Director (AR) (21 Dec 2010 to 28 Aug 2020)
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Samantha Bluett
IRN SXB00653
- (780)Appointed representative dealing with clients for which they require qualification (28 Sep 2020 to 28 Feb 2023)
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Samantha Howard
IRN SXH03031
- (17)[FCA CF] Significant management (since 14 Aug 2025)
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Samer Belal
IRN SXB10128
- (594)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Oct 2024)
- (595)CF1 Director (AR) (10 Jan 2019 to 4 Oct 2024)
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Samia Shah
IRN SXS01817
- (36)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (37)Appointed representative dealing with clients for which they require qualification (since 19 May 2026)
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Samuel Bill Round
IRN SXR00362
- (812)Appointed representative dealing with clients for which they require qualification (18 Jun 2020 to 9 Mar 2022)
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Samuel Grant
IRN SXG00176
- (530)Appointed representative dealing with clients for which they require qualification (21 Sep 2020 to 9 Mar 2022)
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Sandy Mae Blackwood
IRN SXB86582
- (60)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (61)Appointed representative dealing with clients for which they require qualification (since 12 Aug 2024)
- (524)Appointed representative dealing with clients for which they require qualification (7 Jul 2020 to 31 Mar 2022)
- (525)CF1 Director (AR) (30 Jun 2020 to 31 Mar 2022)
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Sara Haworth
IRN SSF01005
- (764)[FCA CF] Significant management (29 Apr 2021 to 4 May 2023)
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Sarah Ann Barlow
IRN SAB01277
- (636)CF1 Director (AR) (25 Mar 2010 to 9 Apr 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Emerald Financial Solutions Limited (no longer appointed)
FRN 426026 · Appointed 7 Feb 2005 · Until 30 Sep 2022
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