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.

  • Fiona Anne Cooper

    IRN FAC00007

    • 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) (5 Jun 2009 to 8 Nov 2023)
    • CF1 Director (AR) (9 Jan 2009 to 27 May 2009)
  • Fiona Mary Ramage

    IRN FMR01020

    • 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)
  • Fiona Ramsay

    IRN FXR01124

    • CF1 Director (AR) (23 Apr 2007 to 22 Feb 2011)
  • Fiona Watts

    IRN FXW00050

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 Nov 2022)
    • Appointed representative dealing with clients for which they require qualification (7 Jan 2021 to 9 Nov 2022)
  • Frederick John Bentley

    IRN FJB01061

    • CF1 Director (AR) (25 Jan 2016 to 19 Mar 2020)
  • Gareth Charles Fairbrother

    IRN GCF01032

    • CF1 Director (AR) (8 Dec 2017 to 8 Apr 2021)
  • Gareth Evans

    IRN GAE00002

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2020)
    • CF1 Director (AR) (11 Jul 2014 to 30 Sep 2020)
  • Gareth Raymond Duggan

    IRN GRD01062

    • 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 25 Feb 2015)
  • Gareth Roberts

    IRN GRR01055

    • 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 24 Nov 2023)
    • CF4 Partner (AR) (since 24 Oct 2023)
  • Gary Daniel Trotman

    IRN GXT00061

    • Appointed representative dealing with clients for which they require qualification (5 Feb 2020 to 23 Feb 2022)

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.