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.

  • Gavin Wrigley Barratt

    IRN GWB01075

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Sep 2020)
    • CF1 Director (AR) (15 Mar 2016 to 25 Sep 2020)
    • CF4 Partner (AR) (30 Jun 2015 to 24 Mar 2016)
  • Gemma Collins

    IRN GXC00260

    • 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 25 Jan 2021)
  • Gemma Eileen Harle

    IRN GEH01049

    • CF1 Director (14 Jul 2010 to 16 Oct 2017)
  • Gemma Jayne Barrett

    IRN GJB01152

    • CF4 Partner (AR) (12 Dec 2008 to 21 Feb 2011)
  • Gemma Kate Simpson

    IRN GKS01033

    • CF1 Director (AR) (23 Aug 2006 to 12 Jan 2010)
  • Gemma Louise Coleman

    IRN GXC00259

    • 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)
  • Gemma Louise Hutchinson

    IRN GXH00010

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 30 Sep 2020)
    • Appointed representative dealing with clients for which they require qualification (since 29 Jun 2020)
  • Geoffrey Frederick Nichols

    IRN GFN01009

    • CF1 Director (AR) (31 Oct 2004 to 6 Dec 2010)
  • Geoffrey Stephen Clarkson

    IRN GSC01054

    • Responsible for Insurance Mediation (14 Jan 2005 to 21 May 2013)
    • CF1 Director (31 Oct 2004 to 21 May 2013)
  • Geoffrey Thompson

    IRN GXT01235

    • CF1 Director (AR) (21 Apr 2005 to 25 Feb 2006)

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.