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.

  • Samer Belal

    IRN SXB10128

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Oct 2024)
    • CF1 Director (AR) (10 Jan 2019 to 4 Oct 2024)
  • Samuel Bill Round

    IRN SXR00362

    • Appointed representative dealing with clients for which they require qualification (18 Jun 2020 to 9 Mar 2022)
  • Samuel Grant

    IRN SXG00176

    • Appointed representative dealing with clients for which they require qualification (21 Sep 2020 to 9 Mar 2022)
  • Sandy Mae Blackwood

    IRN SXB86582

    • 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 12 Aug 2024)
    • Appointed representative dealing with clients for which they require qualification (7 Jul 2020 to 31 Mar 2022)
    • CF1 Director (AR) (30 Jun 2020 to 31 Mar 2022)
  • Sara Haworth

    IRN SSF01005

    • [FCA CF] Significant management (29 Apr 2021 to 4 May 2023)
  • Sarah Ann Barlow

    IRN SAB01277

    • CF1 Director (AR) (25 Mar 2010 to 9 Apr 2020)
  • Sarah Anne Small

    IRN SXS00874

    • Appointed representative dealing with clients for which they require qualification (2 Feb 2022 to 13 Oct 2022)
  • Sarah Elizabeth Heath

    IRN SEH01125

    • 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 9 Dec 2015)
  • Sarah Elizabeth Lock

    IRN SEL00013

    • CF1 Director (AR) (7 Feb 2013 to 3 Mar 2022)
  • Sarah Fox-Clinch

    IRN SJH01548

    • CF1 Director (AR) (27 May 2016 to 29 May 2020)

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.