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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Robert Thomas Waller
IRN RTW01030
- (1232)CF2 Non Executive Director (30 Aug 2012 to 16 Sep 2013)
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Robin Granville Hodgson of Astley Abbotts
IRN RGH01045
- (19)CF2 Non Executive Director (13 Sep 2007 to 1 Dec 2015)
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Robin John Button
IRN RJB01540
- (855)CF1 Director (AR) (25 Feb 2013 to 23 Dec 2022)
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Robin Parker
IRN RXP02265
- (1163)CF4 Partner (AR) (7 Nov 2018 to 28 Feb 2022)
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Robin Smith
IRN RDS01117
- (582)CF2 Non Executive Director (18 May 2012 to 26 Jun 2015)
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Robin Stuart Holt
IRN RSH01109
- (108)CF4 Partner (AR) (13 Sep 2011 to 27 Sep 2011)
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Roger Mark McKenzie
IRN RMM00049
- (888)CF1 Director (AR) (27 Jul 2005 to 7 Nov 2006)
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Roger Taylor
IRN RXT01303
- (696)CF1 Director (AR) (4 Jul 2012 to 4 Feb 2020)
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Ronald David Knox
IRN RDK01045
- (186)CF1 Director (AR) (3 Mar 2009 to 8 Oct 2019)
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Ronald Jehu
IRN RXJ00040
- (105)CF1 Director (AR) (29 Aug 2008 to 7 Jul 2011)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Michael Reis Financial Consultancy (no longer appointed)
FRN 404655 · Appointed 31 Oct 2004 · Until 30 Nov 2005
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PH Financial Services Ltd (no longer appointed)
FRN 412575 · Appointed 31 Oct 2004 · Until 11 Jan 2017
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Edinburgh Intelligent Mortgage Advice Ltd (no longer appointed)
FRN 404652 · Appointed 31 Oct 2004 · Until 30 Jun 2020
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Impact Mortgage Solutions Ltd (no longer appointed)
FRN 413105 · Appointed 31 Oct 2004 · Until 26 Feb 2007
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Michael B Gillis (IND) Mortgage Advisor (no longer appointed)
FRN 404663 · Appointed 31 Oct 2004 · Until 14 Mar 2012
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