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.

  • Oliver John Luxmoore Styles

    IRN OXS00054

    • Appointed representative dealing with clients for which they require qualification (9 Oct 2020 to 5 Aug 2022)
  • Oliver Robin Buckley

    IRN OXB00021

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
  • Olivia Jayne Lawrence

    IRN OJL01015

    • CF1 Director (AR) (19 Nov 2015 to 3 May 2019)
  • Paige Alisha Latimer

    IRN PXL00091

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Dec 2020)
  • Pat Greene

    IRN PXG55302

    • Appointed representative dealing with clients for which they require qualification (2 Jun 2021 to 12 May 2022)
  • Patricia Ann Heddon

    IRN PAH00022

    • Appointed representative dealing with clients for which they require qualification (19 Nov 2020 to 2 Sep 2021)
  • Patricia Kushner

    IRN PXK01535

    • CF4 Partner (AR) (31 Jul 2013 to 18 Sep 2017)
  • Patrick Hughes

    IRN PXH00412

    • 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 7 Dec 2020)
  • Patrick O'Leary

    IRN PAO00003

    • [FCA CF] Significant management (4 Dec 2020 to 1 Oct 2021)
  • Paul Alan Cleveland

    IRN PAC00054

    • CF1 Director (AR) (11 Apr 2008 to 4 Sep 2008)

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.