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.

  • William George Taynton

    IRN WGT01010

    • 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 5 Apr 2017)
  • William Pygall

    IRN WXP01072

    • CF1 Director (AR) (25 May 2007 to 20 Jul 2010)
  • William Ralph Cook

    IRN WRC01024

    • CF1 Director (AR) (13 Apr 2005 to 16 Feb 2009)
  • William Robert Winton

    IRN WXW80189

    • CF1 Director (AR) (21 May 2020 to 30 Sep 2022)
    • Appointed representative dealing with clients for which they require qualification (12 Feb 2020 to 30 Sep 2022)
  • William Simon Jagger

    IRN WSJ00001

    • CF1 Director (AR) (7 Jan 2015 to 18 Sep 2019)
  • William Underwood

    IRN WXU00002

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Apr 2021)
    • CF1 Director (AR) (6 Jan 2016 to 13 Apr 2021)
    • CF4 Partner (AR) (21 Feb 2013 to 19 Jan 2016)
  • William Vernon Pagan Taylor

    IRN WXT79697

    • CF1 Director (AR) (20 May 2020 to 18 Feb 2022)
    • Appointed representative dealing with clients for which they require qualification (23 Jan 2020 to 18 Feb 2022)
  • Yasin Mustak Patel

    IRN YXP01024

    • CF1 Director (AR) (17 May 2010 to 22 Feb 2011)
  • Yulisha Naidoo

    IRN YXN28037

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2020)
  • Zoe Adamson

    IRN ZXA01036

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2020)

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.