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.

  • Lisa Ann Portman

    IRN LAP01064

    • CF1 Director (AR) (31 Jul 2008 to 5 Aug 2011)
  • Lisa Chapman-Strickland

    IRN LXC00239

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Aug 2021)
  • Lisa Davin

    IRN LXD01580

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
    • CF1 Director (AR) (23 Jun 2017 to 30 Sep 2022)
  • Lisa Joanne Williams

    IRN LJW01093

    • CF1 Director (AR) (20 Apr 2011 to 11 Dec 2015)
  • Lorraine Carter

    IRN LXC01354

    • CF1 Director (AR) (3 Jul 2006 to 22 Feb 2011)
  • Lorraine Morrison

    IRN LXM01956

    • 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 22 Jan 2016)
  • Louisa Way

    IRN LXW01384

    • 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 2020)
    • CF4 Partner (AR) (13 Jan 2015 to 5 Jan 2016)
  • Louise Crabtree

    IRN LXC01596

    • CF1 Director (AR) (9 Apr 2013 to 30 Sep 2020)
  • Louise Havelock

    IRN LXH01506

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2022)
    • CF1 Director (AR) (22 Sep 2014 to 1 Sep 2022)
  • Louise Morgan

    IRN LXM00418

    • 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 4 Apr 2022)

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.