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.

  • Jade Grantham

    IRN JXG00130

    • [FCA CF] Manager of certification employee (3 Oct 2022 to 3 Feb 2024)
    • [FCA CF] Significant management (3 Oct 2022 to 3 Feb 2024)
  • Jakub Niepsuj

    IRN JGN01020

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 May 2021)
    • CF1 Director (AR) (25 Jul 2019 to 17 May 2021)
  • James Albert Akerman

    IRN JXA01386

    • CF1 Director (AR) (13 May 2010 to 22 Aug 2013)
  • James Alexander Gaitely

    IRN JXG00350

    • 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)
  • James Alexander McNicholl

    IRN JAM01448

    • 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 21 Jul 2016)
  • James Ayres

    IRN JXA00138

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Mar 2020)
  • James Darrin Harris

    IRN JXH00409

    • Appointed representative dealing with clients for which they require qualification (18 Mar 2021 to 17 Oct 2023)
  • James Dunning

    IRN JXD00542

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 27 Jan 2025)
    • Appointed representative dealing with clients for which they require qualification (since 21 Jan 2022)
  • James Edward George Smith

    IRN JXS00365

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jan 2020)
  • James Edward Tomczyk

    IRN JET01081

    • CF1 Director (AR) (26 Apr 2010 to 13 Jan 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.