Date authorised
1 April 2013
Companies House
04785816
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit 3700
    Parkside
    Birmingham
    Solihull
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
  • Complaints Contact

    Unit 3700
    Parkside
    Birmingham
    Solihull
    B37 7YT
    UNITED KINGDOM
    Phone
    +441217671139

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · 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.

  • Vipul Aggarwal

    IRN VXA00032

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Feb 2023)
  • Vipulkumar Jayantilal Patel

    IRN VXP15774

    • CF1 Director (AR) (9 Jul 2020 to 27 Nov 2020)
    • Appointed representative dealing with clients for which they require qualification (2 Jul 2020 to 27 Nov 2020)
  • Viren Kotecha

    IRN VXK01133

    • CF1 Director (AR) (29 Jan 2010 to 10 Aug 2015)
  • Wayne Hoban

    IRN WXH00074

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 May 2020)
  • Wayne Michael Hoban

    IRN WMH01033

    • CF1 Director (AR) (31 May 2018 to 1 May 2020)
  • Wayne Woodall

    IRN WXW00013

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 17 May 2007)
  • Wendy Grigg

    IRN WXG00092

    • CF4 Partner (AR) (since 3 Feb 2025)
  • Weronika Jakubiak

    IRN WXJ00022

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 May 2021)
  • Wesley Paul Davidson

    IRN WPD01016

    • CF1 Director (AR) (10 May 2016 to 29 May 2020)
  • William Alan Webb

    IRN WAW00001

    • CF1 Director (AR) (9 Mar 2018 to 8 Oct 2019)
    • CF4 Partner (AR) (1 Dec 2004 to 22 Jan 2013)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.