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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Rory Mallon
IRN RXM02329
- (320)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (321)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (322)CF1 Director (AR) (since 1 Jul 2016)
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Rosie Chick
IRN CXR01784
- (531)Appointed representative dealing with clients for which they require qualification (10 Nov 2020 to 30 Nov 2023)
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Ross Allan
IRN RXA77433
- (979)Director of firm who is not a certification employee or a SMF manager (22 Apr 2021 to 3 May 2022)
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Ross Dodgson
IRN RJD01239
- (274)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (276)CF1 Director (AR) (since 3 Apr 2020)
- (275)Appointed representative dealing with clients for which they require qualification (since 11 Feb 2020)
- (830)CF1 Director (AR) (28 Feb 2017 to 15 Jan 2020)
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Ross James Le Maire
IRN RXL00084
- (722)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 May 2020)
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Ross William George Avis
IRN RWA01019
- (265)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (266)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Rupert Hugo Wynne Robson
IRN RHR01016
- (21)CF2 Non Executive Director (1 Feb 2009 to 17 Jan 2011)
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Rupert Swallow
IRN RXS01785
- (1160)CF4 Partner (AR) (30 Nov 2018 to 6 Sep 2021)
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Russell Adams
IRN RXA01627
- (312)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jul 2020)
- (313)CF1 Director (AR) (25 Nov 2013 to 24 Jul 2020)
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Russell Fisher
IRN RXF00183
- (534)Appointed representative dealing with clients for which they require qualification (20 Dec 2021 to 21 Dec 2021)
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: (562)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (561)CF1 Director (AR)
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controlled function added: (560)Appointed representative dealing with clients for which they require qualification
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controlled function added: (559)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (558)CF1 Director (AR)
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controlled function added: (557)Appointed representative dealing with clients for which they require qualification
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controlled function added: (556)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (555)CF1 Director (AR)
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controlled function added: (554)Appointed representative dealing with clients for which they require qualification
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controlled function added: (553)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose