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.

  • James Henry Huxley Cooke

    IRN JXC00569

    • Appointed representative dealing with clients for which they require qualification (23 Nov 2020 to 28 Feb 2022)
  • James Lawrence Poore

    IRN JXP02039

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jan 2020)
    • CF1 Director (AR) (5 Dec 2016 to 15 Jan 2020)
  • James Lee Blisset

    IRN JLB01157

    • CF1 Director (AR) (13 Nov 2014 to 13 Jan 2017)
  • James Matthew Hartley

    IRN JMH01337

    • CF1 Director (AR) (4 Mar 2011 to 29 Jun 2011)
  • James Michael Renaud

    IRN JXR00395

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2020)
  • James Peter Duffy

    IRN JXD00430

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Apr 2021)
  • James Robert Drummond Smith

    IRN JRS01090

    • Director of firm who is not a certification employee or a SMF manager (31 Oct 2022 to 3 Feb 2024)
  • James William Clark

    IRN JWC00044

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
  • James Withers

    IRN JXW01837

    • CF1 Director (AR) (6 Jan 2006 to 8 Sep 2006)
  • Jamie Alexander

    IRN JXA12744

    • CF1 Director (AR) (22 Mar 2019 to 19 Jan 2021)

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.