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.

  • Richard Gerald Moring

    IRN RGM01129

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2019)
    • CF1 Director (AR) (27 Sep 2012 to 31 Dec 2019)
  • Richard James Hilditch

    IRN RXH54740

    • 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 5 May 2020)
    • CF1 Director (AR) (since 1 Apr 2020)
  • Richard James Howells

    IRN RJH00047

    • SMF3 Executive Director (since 31 Jan 2024)
    • SMF1 Chief Executive (since 31 Jan 2024)
    • Responsibility for MCD Intermediation (3 Sep 2024 to 2 Jan 2025)
    • Responsible for Insurance Distribution (26 Jul 2024 to 2 Jan 2025)
  • Richard James Pritchard

    IRN RXP00274

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Apr 2022)
  • Richard John Belham

    IRN RJB01602

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 May 2020)
    • CF1 Director (AR) (13 Dec 2016 to 22 May 2020)
  • Richard Keith Davis

    IRN RKD01039

    • CF11 Money Laundering Reporting (6 Apr 2018 to 10 Jun 2019)
  • Richard Louis White

    IRN RXW15540

    • 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 6 Jun 2019)
  • Richard Marks

    IRN RPM00025

    • 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 26 Apr 2013)
  • Richard Michael Hosley

    IRN RMH00004

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Jan 2021)
  • Richard Paul Best

    IRN RPB01104

    • CF1 Director (AR) (4 Nov 2010 to 7 Jul 2011)

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.