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.

  • John Neil Valentine

    IRN JNV01004

    • CF1 Director (AR) (8 Nov 2012 to 29 Oct 2015)
  • John Nevill Hodgins

    IRN JNH01065

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Sep 2023)
    • CF1 Director (AR) (5 Nov 2014 to 29 Sep 2023)
  • John Paul Griffin

    IRN JPG01126

    • CF4 Partner (AR) (12 Dec 2008 to 10 Mar 2009)
  • John Paul Hampton

    IRN JPH01188

    • CF1 Director (AR) (23 Sep 2020 to 30 Sep 2020)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
  • John Thomas Dodd

    IRN JXD01630

    • CF1 Director (AR) (27 Apr 2006 to 8 Sep 2009)
  • John Todd

    IRN JXT00309

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2022)
  • John Wade

    IRN JXW01813

    • CF1 Director (AR) (23 Jan 2008 to 19 Dec 2016)
  • Jon Charles Lappin

    IRN JCL01119

    • CF1 Director (AR) (31 Oct 2008 to 30 Sep 2009)
  • Jonathan Anthony Sockett

    IRN JAS00073

    • 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)
    • CF4 Partner (AR) (7 May 2009 to 5 Sep 2022)
  • Jonathan Edward Arthur Tobbell

    IRN JET01096

    • CF1 Director (23 Aug 2006 to 22 Jun 2009)

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.