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.

  • Susan Dato

    IRN SXD00037

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jan 2020)
  • Susan Kathryn Snow

    IRN SKS01053

    • CF1 Director (AR) (4 Oct 2007 to 25 May 2010)
  • Susan McIntosh

    IRN SXM01978

    • CF1 Director (AR) (28 Mar 2007 to 3 Aug 2012)
  • Susan Moore

    IRN SXM04107

    • CF1 Director (AR) (27 Mar 2017 to 14 May 2019)
  • Susan Wendy Dickinson

    IRN SWD01039

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Oct 2024)
    • CF1 Director (AR) (6 May 2009 to 5 May 2015)
  • Suzanne Banks

    IRN SXB00025

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 May 2020)
  • Suzanne Dawn Pinnell

    IRN SXP08985

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Dec 2023)
    • CF1 Director (AR) (4 Dec 2018 to 15 Dec 2023)
  • Suzanne Marie King

    IRN SXK00303

    • 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)
  • Suzanne Rosemary Hilditch

    IRN SXJ56868

    • CF1 Director (AR) (since 9 Oct 2020)
  • Tahir Bhatti

    IRN TNB01022

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
    • CF1 Director (AR) (4 Jun 2019 to 30 Sep 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.