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.

  • Julie Darlington

    IRN JXD01873

    • Responsible for Insurance Distribution (12 Jan 2021 to 14 Sep 2022)
    • Responsibility for MCD Intermediation (12 Jan 2021 to 14 Sep 2022)
    • SMF4 Chief Risk (6 Oct 2020 to 14 Sep 2022)
    • SMF3 Executive Director (6 Oct 2020 to 14 Sep 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (6 Oct 2020 to 14 Sep 2022)
    • SMF16 Compliance Oversight (6 Oct 2020 to 14 Sep 2022)
  • Julie Duffy

    IRN JXD02517

    • CF1 Director (AR) (25 May 2017 to 30 Sep 2021)
  • Julie Gosling

    IRN JXG00349

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 23 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • Julie Hamilton

    IRN JXH01823

    • CF1 Director (AR) (2 Aug 2006 to 25 Jun 2018)
  • Julie Hill

    IRN JXH02151

    • CF1 Director (AR) (5 Jun 2008 to 26 Apr 2011)
  • Julie Hills

    IRN JXH00094

    • 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 16 Apr 2024)
  • Julie Rosemary French

    IRN JXF00273

    • 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)
  • Julie Webster

    IRN JXW01899

    • CF4 Partner (AR) (4 Apr 2007 to 5 Jun 2008)
  • Julie Woolmer

    IRN JCM01169

    • SMF24 Chief Operations (22 Jun 2023 to 3 Feb 2024)
    • [FCA CF] Manager of certification employee (15 Nov 2021 to 30 Jun 2023)
    • [FCA CF] Significant management (15 Nov 2021 to 30 Jun 2023)
  • Julie-Ann Hawkins

    IRN JXH02970

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Oct 2025)
    • CF1 Director (AR) (17 Nov 2016 to 14 Oct 2025)

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.