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.

  • Jim Ewing

    IRN JXE01356

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 3 Feb 2024)
    • CF2 Non Executive Director (4 Dec 2017 to 8 Dec 2019)
  • Joan Patricia Dineen

    IRN JPD01178

    • 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 10 Jun 2013)
  • Joanne Elizabeth Ellerby

    IRN JXE00129

    • [FCA CF] Manager of certification employee (20 Jul 2020 to 17 Mar 2021)
    • [FCA CF] Significant management (20 Jul 2020 to 17 Mar 2021)
  • Joanne Ellen Badger

    IRN JXB00551

    • [FCA CF] Significant management (27 Sep 2024 to 24 Mar 2026)
  • Joanne Haddock

    IRN JXH00380

    • CF1 Director (AR) (11 Mar 2021 to 17 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (17 Feb 2021 to 17 Jul 2025)
  • Joanne Jones

    IRN JXJ00143

    • Appointed representative dealing with clients for which they require qualification (14 Nov 2023 to 2 Nov 2024)
  • Joanne Lesley Smith

    IRN JLS01171

    • CF4 Partner (AR) (22 Jun 2010 to 24 Sep 2012)
  • Joanne Louise Brewer

    IRN JLB01175

    • CF1 Director (AR) (8 Jul 2015 to 30 Jul 2021)
  • Joanne Norton

    IRN JXN00127

    • [FCA CF] Significant management (9 Dec 2019 to 11 Dec 2020)
  • Joanne Rigby

    IRN JXR00338

    • [FCA CF] Significant management (9 Dec 2019 to 3 Feb 2024)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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