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.

  • Joanne Rowe

    IRN JXR00388

    • 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)
  • Joanne Sarah Olivier

    IRN JXO00147

    • Appointed representative dealing with clients for which they require qualification (15 Jan 2021 to 4 Jan 2024)
  • Joanne Symons

    IRN JXS00590

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

    IRN JXH00633

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Jul 2023)
  • John Anthony Mulkerrin

    IRN JXW00216

    • CF1 Director (AR) (8 Feb 2008 to 1 Apr 2009)
  • John Arthur Graham Ratcliffe

    IRN JAR01147

    • CF1 Director (AR) (26 Apr 2010 to 13 Jan 2011)
  • John Attrill Johnston

    IRN JXJ00022

    • Appointed representative dealing with clients for which they require qualification (17 Nov 2023 to 5 Feb 2024)
  • John Darren Taylor

    IRN DXT01270

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Sep 2020)
    • CF1 Director (AR) (2 Oct 2018 to 29 Sep 2020)
  • John Edward Archibald

    IRN JEA00010

    • CF1 Director (AR) (23 Apr 2007 to 20 Jul 2010)
  • John Edward Timms

    IRN JET01108

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Feb 2021)
    • CF4 Partner (AR) (12 Dec 2008 to 23 Feb 2021)

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.