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.

  • Ross Dodgson

    IRN RJD01239

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 3 Apr 2020)
    • Appointed representative dealing with clients for which they require qualification (since 11 Feb 2020)
    • CF1 Director (AR) (28 Feb 2017 to 15 Jan 2020)
  • Ross James Le Maire

    IRN RXL00084

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 May 2020)
  • Ross William George Avis

    IRN RWA01019

    • 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)
  • Rupert Hugo Wynne Robson

    IRN RHR01016

    • CF2 Non Executive Director (1 Feb 2009 to 17 Jan 2011)
  • Rupert Swallow

    IRN RXS01785

    • CF4 Partner (AR) (30 Nov 2018 to 6 Sep 2021)
  • Russell Adams

    IRN RXA01627

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jul 2020)
    • CF1 Director (AR) (25 Nov 2013 to 24 Jul 2020)
  • Russell Fisher

    IRN RXF00183

    • Appointed representative dealing with clients for which they require qualification (20 Dec 2021 to 21 Dec 2021)
  • Russell William Ellis

    IRN RXE00078

    • Appointed representative dealing with clients for which they require qualification (23 Nov 2023 to 24 May 2024)
  • Ryan Alan Boyd

    IRN RXB02785

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Nov 2025)
    • CF1 Director (AR) (11 Jul 2017 to 4 Nov 2025)
  • Ryan John Bowers

    IRN RXB00326

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 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.