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.

  • Peter William Stevenson

    IRN PXS00821

    • SMF24 Chief Operations (8 Nov 2024 to 22 Nov 2024)
  • Philip Barrell

    IRN PXB00133

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2024)
    • CF4 Partner (AR) (15 Nov 2004 to 30 Dec 2024)
  • Philip Brian Hunt

    IRN PBH01039

    • CF1 Director (AR) (9 Dec 2004 to 6 Jan 2017)
  • Philip Carter

    IRN PXC91123

    • Appointed representative dealing with clients for which they require qualification (25 Aug 2020 to 2 Mar 2023)
    • CF1 Director (AR) (21 Aug 2020 to 2 Mar 2023)
  • Philip Charles Williams

    IRN PCW00008

    • CF1 Director (AR) (27 Jun 2007 to 27 Aug 2008)
  • Philip Geoffrey Bayman

    IRN PGB01117

    • CF4 Partner (AR) (18 Jun 2010 to 28 Sep 2012)
  • Philip Hunt

    IRN PBH00004

    • 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)
  • Philip John Bentley

    IRN PJB00009

    • CF1 Director (AR) (7 Jan 2015 to 18 Sep 2019)
  • Philip Joseph Woulfe

    IRN PJW01279

    • CF1 Director (AR) (13 May 2010 to 18 Jan 2013)
  • Philip Martlew

    IRN PWM01075

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Jun 2020)
    • CF4 Partner (AR) (14 Jul 2005 to 22 Jun 2020)

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.