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.

  • Gianluca Bertolino

    IRN GXB01684

    • Appointed representative dealing with clients for which they require qualification (22 Sep 2020 to 29 Mar 2023)
  • Giles Dylan Preece

    IRN GXP00190

    • 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)
  • Gillian Anne Parkinson

    IRN GAB01136

    • 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 29 Apr 2009)
  • Gillian Margaret Le Petit

    IRN GXL21396

    • CF1 Director (AR) (5 Oct 2019 to 31 Mar 2026)
  • Gillian Marie Purnell

    IRN GMP01064

    • CF1 Director (AR) (17 Dec 2014 to 11 Oct 2021)
    • CF4 Partner (AR) (14 Sep 2007 to 6 Mar 2015)
  • Gillian Mary Davidson

    IRN GMD01047

    • Responsibility for MCD Intermediation (21 Mar 2016 to 13 Dec 2016)
    • CF11 Money Laundering Reporting (25 Jun 2013 to 13 Dec 2016)
    • Responsible for Insurance Mediation (6 Jun 2013 to 13 Dec 2016)
    • CF10 Compliance Oversight (11 Mar 2013 to 5 Dec 2016)
    • CF28 Systems and controls (11 Mar 2013 to 13 Dec 2016)
    • CF1 Director (1 Feb 2013 to 13 Dec 2016)
  • Gillian McCartney

    IRN GXM01942

    • CF1 Director (AR) (23 May 2011 to 11 Feb 2013)
  • Glenn Matthew Riley

    IRN GMR01063

    • CF1 Director (AR) (31 Mar 2009 to 11 Nov 2010)
  • Gordon William McMillan

    IRN GWM00012

    • CF1 Director (AR) (19 Jan 2010 to 21 May 2012)
  • Graeme David Childs

    IRN GXC00258

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 10 Nov 2023)

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.