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.

  • Marion Donaldson

    IRN MXD01574

    • CF1 Director (AR) (18 Apr 2007 to 25 Jul 2011)
  • Marion Doris Peek

    IRN MDP01125

    • CF1 Director (AR) (19 Sep 2012 to 5 Oct 2022)
  • Mark Alan Barlow

    IRN MAB00013

    • CF1 Director (AR) (25 Mar 2010 to 9 Nov 2016)
  • Mark Alan Thomas

    IRN MAT00014

    • CF1 Director (13 Dec 2016 to 23 May 2018)
  • Mark Anthony Sheppard

    IRN MAS01428

    • CF1 Director (AR) (13 May 2009 to 14 Dec 2009)
  • Mark Bartholomew

    IRN MXB02454

    • CF1 Director (AR) (15 Aug 2008 to 30 Jun 2015)
  • Mark Cornes

    IRN MXC00080

    • CF1 Director (AR) (5 Feb 2016 to 6 Sep 2017)
  • Mark Davis

    IRN MXD01607

    • CF4 Partner (AR) (9 Feb 2005 to 20 Jan 2006)
  • Mark Garrood

    IRN MRG00018

    • 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 8 Dec 2023)
  • Mark Garry

    IRN MXG01728

    • CF1 Director (AR) (12 Dec 2007 to 28 Jul 2009)

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.