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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Stuart Owen
IRN SPO01038
- (733)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Sep 2020)
- (734)CF1 Director (AR) (21 Jan 2016 to 8 Sep 2020)
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Stuart Phillip Dunn
IRN SXD01647
- (866)CF1 Director (AR) (21 May 2008 to 27 Sep 2011)
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Sukhvinder Singh Malhi
IRN SSM01046
- (36)CF1 Director (AR) (20 Oct 2010 to 29 May 2012)
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Susan Clarke
IRN SMM00043
- (409)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (410)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (411)CF1 Director (AR) (since 15 Jul 2005)
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Susan Dato
IRN SXD00037
- (759)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2020)
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Susan Kathryn Snow
IRN SKS01053
- (96)CF1 Director (AR) (4 Oct 2007 to 25 May 2010)
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Susan McIntosh
IRN SXM01978
- (1224)CF1 Director (AR) (28 Mar 2007 to 3 Aug 2012)
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Susan Moore
IRN SXM04107
- (217)CF1 Director (AR) (27 Mar 2017 to 14 May 2019)
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Susan Wendy Dickinson
IRN SWD01039
- (430)CF1 Director (AR) (30 Jan 2023 to 31 Oct 2024)
- (429)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Oct 2024)
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Suzanne Banks
IRN SXB00025
- (721)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 May 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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The Mortgage Company (Wales) (no longer appointed)
FRN 460367 · Appointed 22 Nov 2006 · Until 4 Apr 2007
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Financial Information Services (no longer appointed)
FRN 170391 · Appointed 22 Nov 2006 · Until 22 Apr 2010
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Mortgage Help Scotland Ltd (no longer appointed)
FRN 460042 · Appointed 14 Nov 2006 · Until 24 Mar 2009
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Doug Millar Mortgages Ltd (no longer appointed)
FRN 459890 · Appointed 9 Nov 2006 · Until 21 Jul 2021
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Abacus Financial Services (no longer appointed)
FRN 408970 · Appointed 7 Nov 2006 · Until 29 Sep 2017
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (542)Appointed representative dealing with clients for which they require qualification
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controlled function added: (541)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (540)CF1 Director (AR)
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controlled function added: (539)Appointed representative dealing with clients for which they require qualification
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controlled function added: (538)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (537)CF1 Director (AR)
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controlled function added: (487)CF1 Director (AR)
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controlled function added: (536)Appointed representative dealing with clients for which they require qualification
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controlled function added: (535)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (534)Appointed representative dealing with clients for which they require qualification