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.

  • Jamie Evan Davies

    IRN JED00029

    • 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)
  • Jamie Watts

    IRN JDW01164

    • CF1 Director (AR) (12 Feb 2009 to 20 Aug 2010)
  • Jamil Muhammad Akhtar

    IRN JMA01130

    • CF1 Director (AR) (13 Apr 2011 to 30 Oct 2012)
  • Jane Haskell

    IRN JXH00635

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Mar 2023)
  • Jane Marie Weston

    IRN JXW00500

    • 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)
  • Janet Attwooll

    IRN JXA08765

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2023)
    • CF1 Director (AR) (28 Nov 2018 to 31 Mar 2023)
  • Janet Christine Williams

    IRN JCW01170

    • CF4 Partner (AR) (16 May 2007 to 9 Aug 2016)
  • Janet Elizabeth Lindsay

    IRN JEL01100

    • CF4 Partner (AR) (9 Jul 2009 to 15 Dec 2014)
  • Janet Hall

    IRN JXH00634

    • 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)
  • Janet Margaret Thomas

    IRN JMT01132

    • CF4 Partner (AR) (6 Oct 2005 to 25 Mar 2013)
    • CF1 Director (AR) (16 Jun 2005 to 6 Oct 2005)

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.